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
$83.1M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.52M
3
+$7.87M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.97M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.48M

Top Sells

1
+$313K
2
+$311K
3
+$126K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$76.5K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$73.6K

Sector Composition

1 Financials 0.28%
2 Industrials 0.27%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 19.19%
1,256,072
+549,232
2
$11.8M 14.15%
951,696
+497,754
3
$10.9M 13.18%
655,257
+613,260
4
$9.05M 10.9%
554,144
+521,368
5
$7.87M 9.48%
+529,252
6
$6.48M 7.8%
+265,957
7
$4.04M 4.86%
+66,794
8
$3.2M 3.85%
+226,674
9
$2.14M 2.58%
+25,928
10
$2.12M 2.56%
20,987
+3,835
11
$1.77M 2.13%
62,810
-2,616
12
$894K 1.08%
50,955
+3,843
13
$808K 0.97%
2,620
+5
14
$660K 0.79%
5,857
+17
15
$514K 0.62%
+5,271
16
$387K 0.47%
+3,543
17
$385K 0.46%
+3,438
18
$369K 0.44%
+2,744
19
$363K 0.44%
3,472
-732
20
$362K 0.44%
+3,616
21
$360K 0.43%
+2,815
22
$347K 0.42%
+5,044
23
$331K 0.4%
+4,205
24
$319K 0.38%
+8,419
25
$318K 0.38%
+13,755
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