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AA

Apriem Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 22.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.09%
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
401
$14K ﹤0.01%
+180
402
$14K ﹤0.01%
200
403
$14K ﹤0.01%
635
404
$14K ﹤0.01%
1,000
405
$14K ﹤0.01%
500
406
$14K ﹤0.01%
400
-250
407
$14K ﹤0.01%
+320
408
$14K ﹤0.01%
250
409
$13K ﹤0.01%
300
410
$13K ﹤0.01%
300
411
$13K ﹤0.01%
+300
412
$13K ﹤0.01%
323
+223
413
$13K ﹤0.01%
449
414
$13K ﹤0.01%
70
415
$13K ﹤0.01%
250
416
$13K ﹤0.01%
500
417
$12K ﹤0.01%
42
+17
418
$12K ﹤0.01%
179
-188
419
$12K ﹤0.01%
200
420
$12K ﹤0.01%
+75
421
$12K ﹤0.01%
399
+1
422
$12K ﹤0.01%
200
423
$12K ﹤0.01%
1,022
424
$12K ﹤0.01%
+329
425
$12K ﹤0.01%
787
15 16
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