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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
476
$6K ﹤0.01%
1,500
477
$6K ﹤0.01%
124
+2
478
$6K ﹤0.01%
100
479
$6K ﹤0.01%
+101
480
$6K ﹤0.01%
1,500
481
$5K ﹤0.01%
+76
482
$5K ﹤0.01%
124
483
$5K ﹤0.01%
56
-406
484
$5K ﹤0.01%
74
485
$5K ﹤0.01%
40
486
$5K ﹤0.01%
+90
487
$5K ﹤0.01%
+71
488
$5K ﹤0.01%
38
489
$5K ﹤0.01%
+47
490
$5K ﹤0.01%
200
491
$5K ﹤0.01%
180
492
$5K ﹤0.01%
50
+14
493
$5K ﹤0.01%
102
494
$5K ﹤0.01%
+234
495
$5K ﹤0.01%
64
496
$5K ﹤0.01%
140
497
$5K ﹤0.01%
+62
498
$5K ﹤0.01%
500
499
$5K ﹤0.01%
2,575
500
$5K ﹤0.01%
+44
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