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
376
$17K 0.01%
+300
377
$16K ﹤0.01%
+1,059
378
$16K ﹤0.01%
+1,500
379
$16K ﹤0.01%
600
380
$16K ﹤0.01%
5,000
381
$16K ﹤0.01%
+308
382
$16K ﹤0.01%
+150
383
$16K ﹤0.01%
677
+4
384
$16K ﹤0.01%
1,500
-500
385
$16K ﹤0.01%
3,186
+36
386
$16K ﹤0.01%
1,000
-200
387
$16K ﹤0.01%
944
388
$16K ﹤0.01%
+300
389
$16K ﹤0.01%
300
390
$15K ﹤0.01%
3,000
391
$15K ﹤0.01%
109
+9
392
$15K ﹤0.01%
+537
393
$15K ﹤0.01%
+216
394
$15K ﹤0.01%
+142
395
$15K ﹤0.01%
750
396
$15K ﹤0.01%
600
397
$14K ﹤0.01%
1,000
398
$14K ﹤0.01%
500
399
$14K ﹤0.01%
400
-250
400
$14K ﹤0.01%
+320
14 15
16
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