AP
Appleton Partners Portfolio holdings
AUM
$1.41B
This Quarter Return
+3.27%
1 Year Return
+20.6%
3 Year Return
+70.86%
5 Year Return
+115.13%
10 Year Return
+283.38%
AUM
$1.35B
AUM Growth
+$1.35B
(-0.47%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
31.88%
Holding
268
New
13
Increased
77
Reduced
141
Closed
15
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$29.6M |
| 2 |
Marvell Technology
MRVL
|
$15.1M |
| 3 |
Evercore
EVR
|
$8.71M |
| 4 |
Schwab International Equity ETF
SCHF
|
$8.03M |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$7M |
Top Sells
| 1 |
Canadian Pacific Kansas City
CP
|
$7.67M |
| 2 |
Constellation Brands
STZ
|
$7.43M |
| 3 |
IQVIA
IQV
|
$6.03M |
| 4 |
Global X Video Games & Esports ETF
HERO
|
$5.42M |
| 5 |
Apple
AAPL
|
$4.78M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Communication Services | 6.24% |
