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
$87.9M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$211K
3 +$208K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$190K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$178K

Top Sells

1 +$9.6M
2 +$2.96K
3 +$2.77K

Sector Composition

1 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-120,996