AG
Appleton Group Portfolio holdings
AUM
$28.6M
This Quarter Return
+14.79%
1 Year Return
+32.21%
3 Year Return
+58.33%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(+60%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
30.29%
Top 10 Holdings %
Top 10 Hldgs %
89.35%
Holding
37
New
8
Increased
10
Reduced
10
Closed
4
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$14.2M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$10.3M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$7.86M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$365K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$310K |
Top Sells
Sector Composition
| 1 | Industrials | 0.3% |
| 2 | Financials | 0.28% |
