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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
676
$1K ﹤0.01%
50
677
$1K ﹤0.01%
46
-454
678
$1K ﹤0.01%
116
679
$1K ﹤0.01%
+8
680
$1K ﹤0.01%
13
-64
681
$1K ﹤0.01%
50
682
$1K ﹤0.01%
300
683
$1K ﹤0.01%
36
684
$1K ﹤0.01%
+26
685
$1K ﹤0.01%
+21
686
$1K ﹤0.01%
22
687
$1K ﹤0.01%
150
688
$1K ﹤0.01%
+19
689
– –
0
690
– –
-45
691
$0 ﹤0.01%
+2
692
– –
-7,000
693
$0 ﹤0.01%
49
694
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695
$0 ﹤0.01%
100
696
$0 ﹤0.01%
100
697
$0 ﹤0.01%
334
698
$0 ﹤0.01%
1,590
699
$0 ﹤0.01%
16,553
700
– –
-300
26 27
28
29 30