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
526
$4K ﹤0.01%
+41
527
$4K ﹤0.01%
225
-100
528
$4K ﹤0.01%
61
529
$4K ﹤0.01%
+96
530
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+64
531
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+29
532
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35
533
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+16
534
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239
-700
535
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168
536
$4K ﹤0.01%
122
-348,840
537
$4K ﹤0.01%
150
538
$4K ﹤0.01%
+73
539
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100
540
$4K ﹤0.01%
160
-300
541
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40
542
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44
543
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544
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545
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100
546
$4K ﹤0.01%
180
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547
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500
-500
548
$4K ﹤0.01%
225
549
$4K ﹤0.01%
133
550
$3K ﹤0.01%
+22
20 21
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