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
26
$4.15M 1.23%
269,952
+258,700
27
$4.06M 1.2%
18,156
+6,169
28
$4.03M 1.2%
133,266
-1,501
29
$3.98M 1.18%
145,000
-146,864
30
$3.96M 1.18%
45,752
+45,129
31
$3.87M 1.15%
97,780
+1,080
32
$3.52M 1.04%
65,901
-1,401
33
$3.5M 1.04%
26,082
+462
34
$2.97M 0.88%
53,421
-1,846
35
$2.68M 0.79%
23,129
-1,368
36
$2.46M 0.73%
41,530
-434
37
$2.26M 0.67%
249,798
+7,422
38
$2.05M 0.61%
25,414
-4,320
39
$1.91M 0.57%
39,267
+1,487
40
$1.9M 0.56%
132,693
+30,731
41
$1.7M 0.5%
29,950
+3,350
42
$1.55M 0.46%
9,537
+918
43
$1.48M 0.44%
104,447
+28,550
44
$1.41M 0.42%
8,889
+7,789
45
$1.36M 0.4%
98,945
+26,045
46
$1.27M 0.38%
43,786
+9,730
47
$1.24M 0.37%
64,073
+7,030
48
$1.22M 0.36%
18,737
-1,097
49
$1.21M 0.36%
31,027
50
$1.16M 0.35%
80,137
+13,738
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