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
$82.6M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$9.37M
3
+$6.31M
4
EEV icon
ProShares Trust UltraShort MSCI Emerging Markets
EEV
+$1.53M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$465K

Top Sells

1
+$8.13M
2
+$5.71M
3
+$1.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$595K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$296K

Sector Composition

1 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,251
27
– –
-10,252
28
– –
-3,442
29
– –
-4,438
1
2