AG
Appleton Group Portfolio holdings
AUM
$28.6M
This Quarter Return
+11.99%
1 Year Return
+32.21%
3 Year Return
+58.33%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.55%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$19.6M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$10.6M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$10.4M |
| 4 |
Schwab International Equity ETF
SCHF
|
$9.54M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.25% |
| 2 | Industrials | 0.2% |
