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
126
$181K 0.05%
5,240
+1,380
127
$180K 0.05%
4,044
-220
128
$177K 0.05%
1,137
-274
129
$174K 0.05%
15,600
-710,950
130
$171K 0.05%
2,870
+638
131
$169K 0.05%
4,548
-252
132
$168K 0.05%
3,342
+76
133
$164K 0.05%
+1,600
134
$160K 0.05%
1,314
135
$152K 0.05%
1,631
+701
136
$150K 0.04%
1,757
+8
137
$148K 0.04%
2,383
+457
138
$146K 0.04%
2,313
-975
139
$139K 0.04%
3,608
+189
140
$134K 0.04%
6,000
141
$132K 0.04%
2,620
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142
$131K 0.04%
546
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143
$131K 0.04%
1,500
+77
144
$129K 0.04%
4,830
-465,856
145
$128K 0.04%
2,212
+549
146
$123K 0.04%
1,900
+200
147
$121K 0.04%
1,545
+145
148
$121K 0.04%
3,321
+1,328
149
$120K 0.04%
985
+31
150
$120K 0.04%
3,128
+1,277
4 5
6
7 8