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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
526
$4K ﹤0.01%
168
527
$4K ﹤0.01%
122
-348,840
528
$4K ﹤0.01%
150
529
$4K ﹤0.01%
+73
530
$4K ﹤0.01%
100
531
$4K ﹤0.01%
160
-300
532
$4K ﹤0.01%
40
533
$4K ﹤0.01%
44
534
$4K ﹤0.01%
+171
535
$4K ﹤0.01%
+44
536
$4K ﹤0.01%
100
537
$4K ﹤0.01%
180
+2
538
$4K ﹤0.01%
500
-500
539
$4K ﹤0.01%
225
540
$4K ﹤0.01%
133
541
$4K ﹤0.01%
71
-4
542
$4K ﹤0.01%
+55
543
$4K ﹤0.01%
+30
544
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68
545
$4K ﹤0.01%
224
+2
546
$4K ﹤0.01%
100
547
$4K ﹤0.01%
140
548
$4K ﹤0.01%
+33
549
$4K ﹤0.01%
+150
550
$3K ﹤0.01%
49
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