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
126
$87K 0.02%
18,000
+4,000
127
$16K ﹤0.01%
10,000
-7,000
128
-1
129
-1,582
130
-618
131
-12,583
132
-185,935
133
-2,900
134
-6,194
135
-22,970
136
-2,775
137
-41,155