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
176
$85K 0.03%
1,725
+1,038
177
$85K 0.03%
1,095
-158
178
$84K 0.02%
750
+150
179
$83K 0.02%
3,764
-886
180
$82K 0.02%
328
+21
181
$81K 0.02%
5,789
-301
182
$80K 0.02%
1,933
+197
183
$79K 0.02%
3,250
184
$77K 0.02%
2,783
-1,900
185
$77K 0.02%
+668
186
$74K 0.02%
1,586
+850
187
$74K 0.02%
1,378
+777
188
$73K 0.02%
2,112
+80
189
$73K 0.02%
2,105
+2,000
190
$73K 0.02%
6,000
191
$73K 0.02%
514
+57
192
$72K 0.02%
810
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193
$71K 0.02%
931
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194
$71K 0.02%
5,000
-2,500
195
$70K 0.02%
1,542
+1,442
196
$69K 0.02%
972
+705
197
$68K 0.02%
988
-133
198
$67K 0.02%
8,850
+350
199
$67K 0.02%
702
+27
200
$67K 0.02%
4,750
6 7
8
9 10