AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$4.02M
3
+$3.98M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.91M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.9M

Top Sells

1
+$12.4M
2
+$11.4M
3
+$9.92M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.93M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.07M

Sector Composition

1 Communication Services 7.08%
2 Technology 6.84%
3 Healthcare 6.8%
4 Financials 6.1%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.01%
400
252
$41K 0.01%
+1,240
253
$41K 0.01%
+402
254
$41K 0.01%
833
+72
255
$41K 0.01%
1,120
-394
256
$41K 0.01%
1,774
+2
257
$40K 0.01%
1,240
+1,200
258
$40K 0.01%
347
259
$39K 0.01%
884
+780
260
$39K 0.01%
300
261
$39K 0.01%
+371
262
$38K 0.01%
783
+33
263
$37K 0.01%
+1,045
264
$37K 0.01%
2,373
265
$37K 0.01%
3,232
266
$37K 0.01%
1,725
267
$37K 0.01%
2,250
-2,400
268
$37K 0.01%
400
269
$36K 0.01%
3,000
270
$36K 0.01%
1,500
271
$35K 0.01%
1,000
+150
272
$35K 0.01%
300
273
$35K 0.01%
434
+184
274
$34K 0.01%
2,510
+2,025
275
$33K 0.01%
510
9 10
11
12 13