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
$51.3M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$600K
3 +$410K
4
AAPL icon
Apple
AAPL
+$402K
5
ON icon
ON Semiconductor
ON
+$303K

Sector Composition

1 Technology 5.2%
2 Communication Services 1.17%
3 Industrials 0.81%
4 Energy 0.79%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,944
52
-1,479