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
76
$493K 0.11%
2,912
77
$472K 0.1%
17,352
+7,118
78
$469K 0.1%
6,425
79
$463K 0.1%
6,075
+100
80
$462K 0.1%
1,604
+106
81
$449K 0.1%
10,742
+3,600
82
$438K 0.1%
2,600
83
$423K 0.09%
8,206
+1,429
84
$421K 0.09%
2,596
-250
85
$419K 0.09%
6,065
-8
86
$369K 0.08%
2,655
+197
87
$363K 0.08%
83,440
-37,560
88
$356K 0.08%
3,000
-166
89
$327K 0.07%
9,630
+1,650
90
$327K 0.07%
1,200
91
$324K 0.07%
5,320
-1,680
92
$324K 0.07%
4,170
-70
93
$322K 0.07%
4,519
94
$321K 0.07%
13,900
+300
95
$316K 0.07%
1,057
-40
96
$307K 0.07%
3,200
97
$306K 0.07%
20,000
98
$299K 0.07%
12,850
+3,700
99
$294K 0.07%
+24,500
100
$288K 0.06%
50,514
2 3
4
5 6