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
351
$20K 0.01%
500
352
$20K 0.01%
+540
353
$20K 0.01%
1,250
354
$20K 0.01%
300
355
$19K 0.01%
+101
356
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400
357
$19K 0.01%
2,000
358
$19K 0.01%
355
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359
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+1,000
360
$19K 0.01%
3,150
361
$19K 0.01%
250
362
$18K 0.01%
625
363
$18K 0.01%
1,250
364
$18K 0.01%
410
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365
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366
$18K 0.01%
297
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367
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710
368
$18K 0.01%
600
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369
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730
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$18K 0.01%
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$17K 0.01%
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149
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400
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600
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$17K 0.01%
696
+496
13 14
15
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