AP

Appleton Partners Portfolio holdings

AUM $1.52B
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
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
276
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282
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283
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284
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285
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287
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288
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289
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290
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291
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292
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8 9 10 11
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