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
$76.5M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.63M
3 +$1.13M
4
BLDR icon
Builders FirstSource
BLDR
+$564K
5
META icon
Meta Platforms (Facebook)
META
+$563K

Sector Composition

1 Technology 2.39%
2 Industrials 1.78%
3 Communication Services 1.29%
4 Healthcare 1.26%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,101
52
-2,072
53
-2,330