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
101
$282K 0.06%
2,756
+150
102
$268K 0.06%
12,950
-3,400
103
$267K 0.06%
15,324
-836
104
$264K 0.06%
1,900
105
$262K 0.06%
5,778
106
$261K 0.06%
+13,083
107
$261K 0.06%
2,720
-1,665
108
$260K 0.06%
3,106
-729
109
$259K 0.06%
1,825
-175
110
$255K 0.06%
19,800
111
$245K 0.05%
4,850
-732
112
$230K 0.05%
3,048
113
$223K 0.05%
4,686
114
$218K 0.05%
+4,840
115
$218K 0.05%
5,275
+250
116
$216K 0.05%
1,196
-377
117
$215K 0.05%
1,285
-1,960
118
$214K 0.05%
15,050
119
$212K 0.05%
+4,635
120
$208K 0.05%
+3,189
121
$207K 0.05%
14,400
122
$206K 0.05%
4,619
+199
123
$202K 0.04%
+1,050
124
$202K 0.04%
+1,966
125
$156K 0.03%
6,217
2 3 4
5
6