AA
Apriem Advisors Portfolio holdings
AUM
$941M
This Quarter Return
+1.83%
1 Year Return
+16.01%
3 Year Return
+62.45%
5 Year Return
+102.36%
10 Year Return
+213.15%
AUM
$451M
AUM Growth
+$451M
(+41%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
27.81%
Top 10 Holdings %
Top 10 Hldgs %
53.26%
Holding
137
New
8
Increased
37
Reduced
60
Closed
10
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$96M |
| 2 |
Schwab International Equity ETF
SCHF
|
$11.4M |
| 3 |
Biogen
BIIB
|
$11M |
| 4 |
Johnson & Johnson
JNJ
|
$10.4M |
| 5 |
3M
MMM
|
$9.05M |
Top Sells
| 1 |
Philips
PHG
|
$6.68M |
| 2 |
AbbVie
ABBV
|
$6.33M |
| 3 |
Apple
AAPL
|
$951K |
| 4 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$868K |
| 5 |
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% |
