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
426
$11K ﹤0.01%
1,060
427
$11K ﹤0.01%
8
428
$11K ﹤0.01%
150
429
$11K ﹤0.01%
300
430
$11K ﹤0.01%
750
431
$11K ﹤0.01%
520
-156,644
432
$11K ﹤0.01%
1,875
-500
433
$10K ﹤0.01%
700
434
$10K ﹤0.01%
106
+1
435
$10K ﹤0.01%
249
-400
436
$10K ﹤0.01%
+142
437
$10K ﹤0.01%
400
438
$10K ﹤0.01%
20
439
$10K ﹤0.01%
+1,192
440
$9K ﹤0.01%
25
-20
441
$9K ﹤0.01%
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442
$9K ﹤0.01%
1,275
443
$9K ﹤0.01%
50
444
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1,000
445
$9K ﹤0.01%
300
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446
$9K ﹤0.01%
+57
447
$9K ﹤0.01%
500
-600
448
$9K ﹤0.01%
2,000
449
$8K ﹤0.01%
80
+30
450
$8K ﹤0.01%
80
16 17
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