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
526
$4K ﹤0.01%
+41
527
$4K ﹤0.01%
225
-100
528
$4K ﹤0.01%
61
529
$4K ﹤0.01%
+96
530
$4K ﹤0.01%
+64
531
$4K ﹤0.01%
+29
532
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35
533
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+16
534
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239
-700
535
$4K ﹤0.01%
168
536
$4K ﹤0.01%
122
-348,840
537
$4K ﹤0.01%
150
538
$4K ﹤0.01%
+73
539
$4K ﹤0.01%
100
540
$4K ﹤0.01%
160
-300
541
$4K ﹤0.01%
40
542
$4K ﹤0.01%
44
543
$4K ﹤0.01%
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544
$4K ﹤0.01%
+44
545
$4K ﹤0.01%
100
546
$4K ﹤0.01%
180
+2
547
$4K ﹤0.01%
500
-500
548
$4K ﹤0.01%
225
549
$4K ﹤0.01%
133
550
$3K ﹤0.01%
+47
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