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
$86.1M
AUM Growth
-$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$218K
3
+$160K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$92.7K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.97K

Top Sells

1
+$2.94M
2
+$1.56M
3
+$1.46M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.31M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.1M

Sector Composition

1 Industrials 0.44%
2 Financials 0.33%
3 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$221K 0.26%
1,950
-39
27
$218K 0.25%
+4,037
28
$215K 0.25%
2,589
29
$160K 0.19%
+15,230
30
– –
-3,002
31
– –
-7,895
1
2