AA

Apriem Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$35.3M
2
+$4.15M
3
+$3.81M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.8M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.01M

Top Sells

1
+$12.6M
2
+$12.6M
3
+$9.7M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$8.42M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$5.14M

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
276
$33K 0.01%
1,257
+57
277
$33K 0.01%
2,056
-1,301
278
$32K 0.01%
+404
279
$32K 0.01%
1,084
+84
280
$32K 0.01%
+1,448
281
$32K 0.01%
1,400
-1,000
282
$31K 0.01%
2,300
283
$31K 0.01%
423
284
$31K 0.01%
1,333
+4
285
$31K 0.01%
830
286
$30K 0.01%
+283
287
$30K 0.01%
542
288
$30K 0.01%
+304
289
$30K 0.01%
500
290
$30K 0.01%
2,000
+400
291
$29K 0.01%
2,000
292
$29K 0.01%
2,200
293
$29K 0.01%
+560
294
$29K 0.01%
+1,043
295
$28K 0.01%
1,051
+51
296
$28K 0.01%
+680
297
$28K 0.01%
+262
298
$27K 0.01%
500
299
$27K 0.01%
300
-1,125
300
$27K 0.01%
517
+16
10 11
12
13 14