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
76
$438K 0.13%
7,800
+721
77
$433K 0.13%
17,084
-6,978
78
$418K 0.12%
3,627
+770
79
$414K 0.12%
3,091
-87
80
$411K 0.12%
5,774
+1,399
81
$407K 0.12%
10,540
+6,880
82
$396K 0.12%
9,607
-852
83
$396K 0.12%
1,704
+27
84
$380K 0.11%
10,000
85
$376K 0.11%
10,369
+2,228
86
$373K 0.11%
3,360
+1,078
87
$367K 0.11%
15,776
+9,051
88
$363K 0.11%
5,070
-23,385
89
$336K 0.1%
+23,300
90
$307K 0.09%
5,825
91
$306K 0.09%
7,746
+2,946
92
$301K 0.09%
3,990
+226
93
$297K 0.09%
3,076
+76
94
$295K 0.09%
28,800
95
$285K 0.08%
20,000
96
$277K 0.08%
5,452
+1,880
97
$276K 0.08%
13,230
-2,190
98
$276K 0.08%
5,810
-950
99
$274K 0.08%
2,999
+484
100
$265K 0.08%
3,544
+350
2 3
4
5 6