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
451
$8K ﹤0.01%
300
452
$8K ﹤0.01%
577
453
$8K ﹤0.01%
336
+1
454
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200
455
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250
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$7K ﹤0.01%
+300
460
$7K ﹤0.01%
+750
461
– –
0
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+51
463
$7K ﹤0.01%
+602
464
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52
+44
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$7K ﹤0.01%
200
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$7K ﹤0.01%
300
467
$7K ﹤0.01%
109
468
$6K ﹤0.01%
89
-31
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$6K ﹤0.01%
246
+8
470
$6K ﹤0.01%
360
471
$6K ﹤0.01%
+83
472
$6K ﹤0.01%
419
+128
473
$6K ﹤0.01%
228
474
$6K ﹤0.01%
50
-107
475
$6K ﹤0.01%
100
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