AG
Appleton Group Portfolio holdings
AUM
$28.6M
1-Year Return
32.21%
This Quarter Return
-0.45%
1 Year Return
+32.21%
3 Year Return
+58.33%
5 Year Return
–
10 Year Return
–
AUM
$28.6M
AUM Growth
-$43M
(-60%)
Cap. Flow
-$41.4M
Cap. Flow
% of AUM
-144.51%
Top 10 Holdings %
Top 10 Hldgs %
82.15%
Holding
46
New
9
Increased
5
Reduced
8
Closed
19
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$14.7M |
| 2 |
ProShares UltraShort S&P500
SDS
|
$474K |
| 3 |
ProShares UltraShort Russell2000
TWM
|
$389K |
| 4 |
SPLK
Splunk Inc
SPLK
|
$331K |
| 5 |
Universal Display
OLED
|
$285K |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$19.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$15.7M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$10.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.3M |
| 5 |
Apple
AAPL
|
$473K |
Sector Composition
| 1 | Technology | 5.95% |
| 2 | Communication Services | 2.24% |
| 3 | Healthcare | 2.19% |
| 4 | Energy | 1.59% |
| 5 | Industrials | 1.36% |
