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
$79.2M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,614
27
-12,260
28
-1,937
29
-689
30
-2,375