AP
Appleton Partners Portfolio holdings
AUM
$1.41B
This Quarter Return
+11.81%
1 Year Return
+20.6%
3 Year Return
+70.86%
5 Year Return
+115.13%
10 Year Return
+283.38%
AUM
$1.02B
AUM Growth
+$1.02B
(+12%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
31.04%
Holding
280
New
18
Increased
99
Reduced
128
Closed
6
Top Buys
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$2.41M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.39M |
| 3 |
Microsoft
MSFT
|
$1.22M |
| 4 |
Walmart
WMT
|
$1.09M |
| 5 |
D.R. Horton
DHI
|
$1.09M |
Top Sells
| 1 |
Intuit
INTU
|
$1.95M |
| 2 |
AbbVie
ABBV
|
$1.16M |
| 3 |
Apple
AAPL
|
$1.07M |
| 4 |
Chubb
CB
|
$887K |
| 5 |
Illumina
ILMN
|
$685K |
Sector Composition
| 1 | Technology | 19.21% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 11.75% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.16% |
