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
651
$1K ﹤0.01%
116
652
$1K ﹤0.01%
20
-355
653
$1K ﹤0.01%
13
-64
654
$1K ﹤0.01%
50
655
$1K ﹤0.01%
300
656
$1K ﹤0.01%
36
657
$1K ﹤0.01%
+19
658
$1K ﹤0.01%
+24
659
$1K ﹤0.01%
+25
660
$1K ﹤0.01%
+13
661
$1K ﹤0.01%
+90
662
$1K ﹤0.01%
+17
663
$1K ﹤0.01%
+91
664
$1K ﹤0.01%
12
665
$1K ﹤0.01%
+30
666
$1K ﹤0.01%
100
667
$1K ﹤0.01%
+127
668
$1K ﹤0.01%
+18
669
$1K ﹤0.01%
+27
670
$1K ﹤0.01%
42
671
$1K ﹤0.01%
+25
672
$1K ﹤0.01%
+13
673
$1K ﹤0.01%
+15
674
$1K ﹤0.01%
+29
675
$1K ﹤0.01%
+41
25 26
27
28 29