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
351
$20K 0.01%
500
352
$20K 0.01%
+540
353
$20K 0.01%
1,250
354
$20K 0.01%
300
355
$19K 0.01%
+101
356
$19K 0.01%
400
357
$19K 0.01%
2,000
358
$19K 0.01%
355
-345
359
$19K 0.01%
+1,000
360
$19K 0.01%
3,150
361
$19K 0.01%
250
362
$18K 0.01%
625
363
$18K 0.01%
1,250
364
$18K 0.01%
410
+2
365
$18K 0.01%
+621
366
$18K 0.01%
297
+47
367
$18K 0.01%
710
368
$18K 0.01%
600
-22
369
$18K 0.01%
365
370
$18K 0.01%
400
371
$17K 0.01%
149
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372
$17K 0.01%
400
373
$17K 0.01%
600
374
$17K 0.01%
348
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375
$17K 0.01%
+300
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