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
201
$66K 0.02%
5,800
+5,400
202
$66K 0.02%
5,416
-1,319
203
$65K 0.02%
1,875
204
$64K 0.02%
+285
205
$64K 0.02%
1,000
206
$64K 0.02%
725
+310
207
$60K 0.02%
2,800
208
$60K 0.02%
+2,294
209
$59K 0.02%
832
-690
210
$58K 0.02%
561
+532
211
$58K 0.02%
+1,031
212
$57K 0.02%
800
213
$56K 0.02%
521
+110
214
$56K 0.02%
763
-20
215
$56K 0.02%
1,316
216
$55K 0.02%
+144
217
$55K 0.02%
4,000
218
$55K 0.02%
3,436
-124
219
$55K 0.02%
4,693
220
$55K 0.02%
20,680
-32,000
221
$54K 0.02%
2,600
-2,680
222
$52K 0.02%
+2,227
223
$51K 0.02%
1,500
224
$51K 0.02%
+700
225
$51K 0.02%
1,000
7 8
9
10 11