AA

Apriem Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.1%
This Fund
S&P 500
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
551
$3K ﹤0.01%
+53
552
$3K ﹤0.01%
+50
553
$3K ﹤0.01%
+31
554
$3K ﹤0.01%
+42
555
$3K ﹤0.01%
34
+16
556
$3K ﹤0.01%
+26
557
$3K ﹤0.01%
+102
558
$3K ﹤0.01%
+225
559
$3K ﹤0.01%
98
-159
560
$3K ﹤0.01%
69
561
$3K ﹤0.01%
117
562
$3K ﹤0.01%
80
563
$3K ﹤0.01%
+47
564
$3K ﹤0.01%
+50
565
$3K ﹤0.01%
+25
566
$3K ﹤0.01%
35
567
$3K ﹤0.01%
25
568
$3K ﹤0.01%
+42
569
$3K ﹤0.01%
41
570
$3K ﹤0.01%
358
571
$3K ﹤0.01%
+28
572
$3K ﹤0.01%
49
573
$3K ﹤0.01%
+78
574
$3K ﹤0.01%
200
575
$3K ﹤0.01%
+15
21 22
23
24 25