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
751
– –
-14,276
752
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-30
753
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754
– –
-7,000
755
$0 ﹤0.01%
23
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756
$0 ﹤0.01%
49
757
– –
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758
$0 ﹤0.01%
100
759
$0 ﹤0.01%
100
760
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761
$0 ﹤0.01%
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762
$0 ﹤0.01%
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763
$0 ﹤0.01%
334
764
$0 ﹤0.01%
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$0 ﹤0.01%
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766
$0 ﹤0.01%
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$0 ﹤0.01%
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768
$0 ﹤0.01%
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769
– –
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$0 ﹤0.01%
10
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772
$0 ﹤0.01%
12
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– –
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775
$0 ﹤0.01%
2
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