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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
$1.3B
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$3.46M
3
+$2.41M
4
INTU icon
Intuit
INTU
+$984K
5
ROL icon
Rollins
ROL
+$905K

Top Sells

1
+$5.28M
2
+$5.18M
3
+$2.26M
4
AAPL icon
Apple
AAPL
+$1.89M
5
PAYX icon
Paychex
PAYX
+$1.67M

Sector Composition

1 Technology 20.39%
2 Financials 10.94%
3 Healthcare 10.06%
4 Consumer Discretionary 7.82%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$201K 0.02%
6,506
252
$200K 0.02%
+2,772
253
– –
-2,117
254
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-2,070
255
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-1,731
256
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-1,140
257
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258
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-1,876
259
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-8,600
260
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-14,589
261
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-712
262
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-2,515
263
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-3,969
264
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-4,029
265
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-13,589
266
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-6,089
267
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-6,000
7 8 9 10
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