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AP

Appleton Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 22.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$722M
AUM Growth
-$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.07M
3
+$1.03M
4
TSN icon
Tyson Foods
TSN
+$959K
5
EQIX icon
Equinix
EQIX
+$723K

Top Sells

1
+$5.33M
2
+$4.45M
3
+$3.76M
4
LNC icon
Lincoln National
LNC
+$3.03M
5
MCD icon
McDonald's
MCD
+$1.97M

Sector Composition

1 Technology 16.57%
2 Healthcare 12.16%
3 Financials 11.85%
4 Consumer Discretionary 7.36%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$203K 0.03%
2,080
252
$82K 0.01%
10,200
-5,300
253
$46K 0.01%
13,900
-6,980
254
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-1,145
255
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-2,977
256
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-5,250
257
– –
-3,440
258
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-7,200
259
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-51,291
260
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-4,504
261
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-8,700
262
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-5,712
263
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-9,392
264
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-801
265
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-4,050
266
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-14,850
267
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268
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-4,398
269
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-1,235
270
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-7,720
271
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-4,951
272
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-2,961
273
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-19,136
274
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-2,127
275
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-3,672
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