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
$51.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$9.11M
2 +$9.05M
3 +$8.79M
4
IYR icon
iShares US Real Estate ETF
IYR
+$7.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.11M 17.57%
+127,763
2
$9.05M 17.46%
+107,987
3
$8.79M 16.95%
+175,722
4
$7.44M 14.35%
+111,962
5
$5.21M 10.05%
+225,535
6
$4.49M 8.67%
+52,276
7
$4.33M 8.36%
+113,049
8
$2.92M 5.64%
+22,459
9
$275K 0.53%
+2,422
10
$213K 0.41%
+4,985