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
$1.35B
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.9M
3
+$7M
4
CW icon
Curtiss-Wright
CW
+$5.05M
5
DD icon
DuPont de Nemours
DD
+$2.22M

Top Sells

1
+$7.97M
2
+$7.67M
3
+$6.46M
4
HERO icon
Global X Video Games & Esports ETF
HERO
+$5.52M
5
AAPL icon
Apple
AAPL
+$4.5M

Sector Composition

1 Technology 20.86%
2 Financials 12.53%
3 Healthcare 8.46%
4 Consumer Discretionary 8.01%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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