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
601
$2K ﹤0.01%
+25
602
$2K ﹤0.01%
25
-99
603
$2K ﹤0.01%
+194
604
$2K ﹤0.01%
+18
605
$2K ﹤0.01%
+46
606
$2K ﹤0.01%
150
607
$2K ﹤0.01%
75
608
$2K ﹤0.01%
+28
609
$2K ﹤0.01%
+34
610
$2K ﹤0.01%
16
611
$2K ﹤0.01%
+28
612
$2K ﹤0.01%
+78
613
$2K ﹤0.01%
+35
614
$2K ﹤0.01%
315
615
$2K ﹤0.01%
+86
616
$2K ﹤0.01%
+16
617
$2K ﹤0.01%
+33
618
$2K ﹤0.01%
+35
619
$2K ﹤0.01%
100
620
$2K ﹤0.01%
+45
621
$2K ﹤0.01%
+50
622
$2K ﹤0.01%
70
623
$2K ﹤0.01%
22
624
$2K ﹤0.01%
49
625
$2K ﹤0.01%
+35
23 24
25
26 27