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
301
$27K 0.01%
1,310
-162
302
$27K 0.01%
350
303
$27K 0.01%
1,500
304
$27K 0.01%
3,000
305
$27K 0.01%
720
+120
306
$27K 0.01%
+641
307
$26K 0.01%
+458
308
$26K 0.01%
+1,730
309
$26K 0.01%
300
+50
310
$26K 0.01%
+550
311
$25K 0.01%
150
-75
312
$25K 0.01%
321
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313
$25K 0.01%
+956
314
$25K 0.01%
236
+29
315
$25K 0.01%
1,000
316
$25K 0.01%
200
317
$24K 0.01%
730
318
$24K 0.01%
812
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319
$24K 0.01%
284
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320
$24K 0.01%
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321
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200
322
$23K 0.01%
510
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323
$23K 0.01%
900
324
$23K 0.01%
381
325
$23K 0.01%
860
+710
11 12
13
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