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
$76.1M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.48M
3
+$851K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$828K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$202K

Top Sells

1
+$8.93M
2
+$8.66M
3
+$7.76M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.89M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$682K

Sector Composition

1 Financials 0.47%
2 Industrials 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$124K 0.16%
+11,595
27
– –
-4,247
28
– –
-2,589
29
– –
-3,377
30
– –
-48,471
31
– –
-240,180
32
– –
-467,030
33
– –
-1,662
34
– –
-24,732
1
2