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
626
$2K ﹤0.01%
29
-6
627
$2K ﹤0.01%
+167
628
$2K ﹤0.01%
22
-102
629
– –
0
630
$2K ﹤0.01%
+26
631
$2K ﹤0.01%
+46
632
$2K ﹤0.01%
39
633
$2K ﹤0.01%
26
634
$2K ﹤0.01%
+60
635
$2K ﹤0.01%
+49
636
$2K ﹤0.01%
1
-2
637
$2K ﹤0.01%
+205
638
$2K ﹤0.01%
+32
639
$2K ﹤0.01%
63
640
$2K ﹤0.01%
+100
641
$2K ﹤0.01%
100
642
$2K ﹤0.01%
+83
643
$2K ﹤0.01%
+29
644
$2K ﹤0.01%
60
645
$1K ﹤0.01%
+13
646
$1K ﹤0.01%
+90
647
$1K ﹤0.01%
+17
648
$1K ﹤0.01%
+91
649
$1K ﹤0.01%
12
650
$1K ﹤0.01%
+30
24 25
26
27 28