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
101
$260K 0.08%
1,626
-129
102
$255K 0.08%
8,850
+1,500
103
$250K 0.07%
9,000
-633
104
$247K 0.07%
3,920
+1,360
105
$246K 0.07%
3,414
106
$242K 0.07%
2,212
+62
107
$241K 0.07%
2,730
+1,635
108
$240K 0.07%
3,878
+175
109
$235K 0.07%
3,784
+439
110
$234K 0.07%
18,940
-910
111
$232K 0.07%
4,810
-14,980
112
$229K 0.07%
3,350
+800
113
$229K 0.07%
4,227
+457
114
$225K 0.07%
4,483
+2
115
$223K 0.07%
1,956
-532
116
$220K 0.07%
2,829
-671
117
$219K 0.07%
1,042
+21
118
$202K 0.06%
13,200
+2,750
119
$193K 0.06%
3,723
+444
120
$192K 0.06%
10,880
+6,540
121
$192K 0.06%
3,449
+261
122
$190K 0.06%
14,567
-3,046
123
$186K 0.06%
8,475
-4,425
124
$184K 0.05%
1,280
+30
125
$184K 0.05%
2,130
+925
3 4
5
6 7