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
301
$27K 0.01%
1,310
-162
302
$27K 0.01%
350
303
$27K 0.01%
1,500
304
$27K 0.01%
3,000
305
$27K 0.01%
720
+120
306
$27K 0.01%
+641
307
$26K 0.01%
+458
308
$26K 0.01%
+1,730
309
$26K 0.01%
300
+50
310
$26K 0.01%
+550
311
$25K 0.01%
150
-75
312
$25K 0.01%
321
+58
313
$25K 0.01%
+956
314
$25K 0.01%
236
+29
315
$25K 0.01%
1,000
316
$25K 0.01%
200
317
$24K 0.01%
730
318
$24K 0.01%
812
+120
319
$24K 0.01%
284
+23
320
$24K 0.01%
+194
321
$24K 0.01%
200
322
$23K 0.01%
1,000
323
$23K 0.01%
510
+3
324
$23K 0.01%
900
325
$23K 0.01%
381
11 12
13
14 15