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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$19.6M
2 +$10.6M
3 +$10.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.54M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$9.05M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.25%
2 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$455K 0.44%
+5,022
27
$452K 0.44%
+3,252
28
$426K 0.41%
+7,672
29
$255K 0.25%
+4,285
30
$247K 0.24%
+2,071
31
$245K 0.24%
+2,225
32
$209K 0.2%
+2,589