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
$83.1M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.52M
3
+$7.87M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.97M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.48M

Top Sells

1
+$313K
2
+$311K
3
+$126K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$76.5K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$73.6K

Sector Composition

1 Financials 0.28%
2 Industrials 0.27%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$293K 0.35%
4,993
-2,143
27
$292K 0.35%
+1,710
28
$287K 0.35%
+5,099
29
$235K 0.28%
4,285
30
$226K 0.27%
2,589
31
– –
-2,165
32
– –
-828
1
2