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
$93.1M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$214K
2 +$201K
3 +$140K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$116K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$115K

Top Sells

1 +$90.1K
2 +$49K
3 +$40K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.9K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.77K

Sector Composition

1 Industrials 0.52%
2 Technology 0.22%
3 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$379K 0.41%
2,965
+194
27
$374K 0.4%
3,216
+391
28
$354K 0.38%
21,180
+6,876
29
$266K 0.29%
7,392
30
$214K 0.23%
+2,598
31
$201K 0.22%
+3,585
32
$133K 0.14%
10,653