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
$101M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$859K
3
+$390K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$291K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$282K

Top Sells

1
+$688K
2
+$234K
3
+$210K
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$23.8K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$22.8K

Sector Composition

1 Industrials 0.52%
2 Technology 0.42%
3 Healthcare 0.22%
4 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$479K 0.48%
3,938
+787
27
$465K 0.46%
4,007
+791
28
$413K 0.41%
23,244
+2,064
29
$383K 0.38%
2,888
-77
30
$291K 0.29%
7,391
-1
31
$236K 0.23%
2,598
32
$220K 0.22%
+4,179
33
$218K 0.22%
3,585
34
$203K 0.2%
+4,247
35
$150K 0.15%
10,653
36
– –
-6,720
1
2