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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
651
$1K ﹤0.01%
+13
652
$1K ﹤0.01%
+90
653
$1K ﹤0.01%
+17
654
$1K ﹤0.01%
+91
655
$1K ﹤0.01%
100
656
$1K ﹤0.01%
+127
657
$1K ﹤0.01%
+18
658
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+27
659
$1K ﹤0.01%
42
660
$1K ﹤0.01%
+25
661
$1K ﹤0.01%
+13
662
$1K ﹤0.01%
+15
663
$1K ﹤0.01%
+29
664
$1K ﹤0.01%
+41
665
$1K ﹤0.01%
154
+4
666
$1K ﹤0.01%
+20
667
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+16
668
$1K ﹤0.01%
40
669
$1K ﹤0.01%
+12
670
$1K ﹤0.01%
70
671
$1K ﹤0.01%
+29
672
$1K ﹤0.01%
+24
673
$1K ﹤0.01%
+25
674
$1K ﹤0.01%
+10
675
$1K ﹤0.01%
+34
25 26
27
28 29