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
$682M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$5.82M
4
EWT icon
iShares MSCI Taiwan ETF
EWT
+$5.36M
5
META icon
Meta Platforms (Facebook)
META
+$2.88M

Top Sells

1
+$11.8M
2
+$11.3M
3
+$11.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.11M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.44M

Sector Composition

1 Technology 18.02%
2 Industrials 11.05%
3 Healthcare 9.78%
4 Communication Services 6.72%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K ﹤0.01%
735
152
$18K ﹤0.01%
+1,000
153
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-1,258
154
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-3,995
155
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-3,557
156
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-2,260
157
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-5,350
158
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-12,500
159
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-13,000
160
– –
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161
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-12,000
3 4 5 6
7