AG

Appleton Group Portfolio holdings

AUM $28.6M
1-Year Est. Return 32.21%
This Fund
S&P 500
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 Buys

1
+$8.16M
2
+$198K
3
+$197K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$197K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$196K

Top Sells

1
+$1.73M
2
+$1.39M
3
+$343K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$335K
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
– –
-6,897
28
– –
-5,517
29
– –
-5,745
30
– –
-18,436
1
2