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
$82.9M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$8.21M
2 +$6.7M
3 +$3.24M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.76M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.59M

Top Sells

1 +$2.05M
2 +$1.91M
3 +$1.38M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.37M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.11M

Sector Composition

1 Financials 0.44%
2 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$245K 0.3%
2,210
+101
27
$228K 0.28%
+3,442
28
$225K 0.27%
+2,759
29
$207K 0.25%
+8,391
30
-6,272
31
-68,540