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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
576
$3K ﹤0.01%
25
577
$3K ﹤0.01%
+42
578
$3K ﹤0.01%
+15
579
$3K ﹤0.01%
112
580
$3K ﹤0.01%
38
581
$3K ﹤0.01%
+43
582
$3K ﹤0.01%
80
583
$3K ﹤0.01%
+159
584
$3K ﹤0.01%
+5
585
$3K ﹤0.01%
19
586
$3K ﹤0.01%
+33
587
$3K ﹤0.01%
100
588
$3K ﹤0.01%
+75
589
$3K ﹤0.01%
50,000
590
$3K ﹤0.01%
150
591
$3K ﹤0.01%
49
592
$3K ﹤0.01%
41
593
$3K ﹤0.01%
358
594
$3K ﹤0.01%
+30
595
$3K ﹤0.01%
83
596
$3K ﹤0.01%
44
597
$3K ﹤0.01%
100
598
$3K ﹤0.01%
+45
599
$3K ﹤0.01%
+60
600
$3K ﹤0.01%
+28
22 23
24
25 26