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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
$1.05B
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.9M
3
+$9.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.62M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.27M

Top Sells

1
+$14.3M
2
+$14.2M
3
+$12.4M
4
LRCX icon
Lam Research
LRCX
+$8.03M
5
BND icon
Vanguard Total Bond Market
BND
+$7.28M

Sector Composition

1 Technology 12.17%
2 Communication Services 4.24%
3 Financials 3.82%
4 Industrials 3.43%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.97T
$9.3M 0.89%
53,350
+1,744
SCHE icon
27
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$8.97M 0.86%
272,299
-1,720
BTC
28
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$8.58M 0.82%
286,259
+140,592
GDX icon
29
VanEck Gold Miners ETF
GDX
$24.3B
$8.49M 0.81%
92,497
QQQ icon
30
Invesco QQQ Trust
QQQ
$479B
$7.28M 0.69%
12,611
-111
LMT icon
31
Lockheed Martin
LMT
$125B
$7.26M 0.69%
12,010
-3,501
TSLA icon
32
Tesla
TSLA
$1.53T
$6.67M 0.64%
17,931
+132
IWF icon
33
iShares Russell 1000 Growth ETF
IWF
$126B
$6.65M 0.63%
62,392
-220
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.06T
$6.57M 0.63%
13,720
-567
RMD icon
35
ResMed
RMD
$28.3B
$6.49M 0.62%
28,906
-1,697
ADSK icon
36
Autodesk
ADSK
$41.9B
$6.39M 0.61%
26,677
-969
REGN icon
37
Regeneron Pharmaceuticals
REGN
$64.2B
$6.3M 0.6%
8,156
-428
GLDM icon
38
SPDR Gold MiniShares Trust
GLDM
$28.6B
$4.89M 0.47%
+52,729
CTAS icon
39
Cintas
CTAS
$70.5B
$4.66M 0.45%
27,567
-871
BA icon
40
Boeing
BA
$173B
$4.46M 0.43%
22,424
-155
VBR icon
41
Vanguard Small-Cap Value ETF
VBR
$36.6B
$4.42M 0.42%
20,337
+14,592
INTU icon
42
Intuit
INTU
$75.7B
$4.21M 0.4%
9,730
-587
XLU icon
43
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$4.1M 0.39%
89,400
MELI icon
44
Mercado Libre
MELI
$80.6B
$3.8M 0.36%
+2,196
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.37T
$3.71M 0.35%
12,925
-515
MMM icon
46
3M
MMM
$82.6B
$3.68M 0.35%
25,325
SCHV
47
Schwab US Large-Cap Value ETF
SCHV
$15.9B
$3.56M 0.34%
116,855
-1,970
SLB icon
48
SLB Ltd
SLB
$84B
$3.55M 0.34%
69,133
-3,938
AVGO icon
49
Broadcom
AVGO
$1.82T
$3.55M 0.34%
11,469
-3,175
KLAC icon
50
KLA
KLAC
$332B
$3.52M 0.34%
2,388
-87
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