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
51
$1.1M 0.33%
16,254
+9,789
52
$1.02M 0.3%
8,635
+1,282
53
$1M 0.3%
25,125
+1,466
54
$917K 0.27%
48,302
-799
55
$894K 0.27%
70,321
+3,925
56
$820K 0.24%
21,880
+5,160
57
$807K 0.24%
10,996
+126
58
$772K 0.23%
54,195
-510
59
$751K 0.22%
15,636
-195
60
$730K 0.22%
8,842
+479
61
$630K 0.19%
11,998
-4,346
62
$575K 0.17%
5,546
-138
63
$573K 0.17%
4,966
+543
64
$560K 0.17%
4,727
+1,711
65
$556K 0.17%
17,600
-2,905
66
$544K 0.16%
6,471
-1,591
67
$539K 0.16%
7,813
+287
68
$510K 0.15%
3,785
+1,034
69
$490K 0.15%
5,170
+520
70
$487K 0.14%
18,906
-14,574
71
$486K 0.14%
4,668
+276
72
$476K 0.14%
7,612
-713
73
$466K 0.14%
66,840
+8,640
74
$456K 0.14%
5,513
-77
75
$441K 0.13%
5,600
+5,500
1 2
3
4 5