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
326
$23K 0.01%
860
+710
327
$23K 0.01%
+478
328
$23K 0.01%
760
-170
329
$23K 0.01%
600
330
$23K 0.01%
300
331
$22K 0.01%
450
332
$22K 0.01%
747
+7
333
$22K 0.01%
1,300
334
$22K 0.01%
128
+13
335
$22K 0.01%
163
+13
336
$22K 0.01%
+1,500
337
$21K 0.01%
2,746
+666
338
$21K 0.01%
+2,513
339
$21K 0.01%
+116
340
$21K 0.01%
1,000
341
$21K 0.01%
1,000
342
$21K 0.01%
+2,278
343
$21K 0.01%
402
+2
344
$20K 0.01%
1,113
-1,457
345
$20K 0.01%
+1,753
346
$20K 0.01%
3,775
347
$20K 0.01%
+500
348
$20K 0.01%
+1,600
349
$20K 0.01%
2,080
350
$20K 0.01%
700
12 13
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15 16