AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$96M
2
+$11.4M
3
+$11M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.4M
5
MMM icon
3M
MMM
+$9.05M

Top Sells

1
+$6.68M
2
+$6.33M
3
+$951K
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$868K
5
CSCO icon
Cisco
CSCO
+$711K

Sector Composition

1 Technology 7.81%
2 Industrials 7.81%
3 Healthcare 7.18%
4 Communication Services 6.62%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.23%
8,930
-249
52
$1.06M 0.23%
18,240
-200
53
$1.05M 0.23%
27,710
+50
54
$958K 0.21%
45,912
55
$914K 0.2%
11,376
-576
56
$877K 0.19%
14,820
-180
57
$855K 0.19%
53,265
+1,500
58
$837K 0.19%
48,800
-5,000
59
$805K 0.18%
10,626
-83,540
60
$742K 0.16%
5,964
-308
61
$719K 0.16%
57,000
-13,500
62
$684K 0.15%
3,841
-95
63
$661K 0.15%
45,960
-600
64
$647K 0.14%
4,965
+185
65
$643K 0.14%
22,182
-2,920
66
$629K 0.14%
+22,984
67
$613K 0.14%
2,642
-604
68
$598K 0.13%
6,015
+30
69
$589K 0.13%
17,000
70
$579K 0.13%
5,585
+250
71
$563K 0.12%
2,103
-595
72
$559K 0.12%
4,017
+255
73
$543K 0.12%
26,737
+1,662
74
$543K 0.12%
51,672
-8,600
75
$494K 0.11%
2,552
+193
1 2
3
4 5