AG

Appleton Group Portfolio holdings

AUM $28.6M
1-Year Est. Return 32.21%
This Quarter Est. Return
1 Year Est. Return
+32.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.1M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$1.82M
2 +$1.39M
3 +$352K
4
TEG
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
+$343K
5
ASB icon
Associated Banc-Corp
ASB
+$333K

Sector Composition

1 Financials 0%
2 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$202K 0.22%
+12,260
27
-18,436
28
-13,795
29
-5,517
30
-5,745