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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
$1.24B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$4.59M
3
+$4.5M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$2.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.35M

Top Sells

1
+$5.85M
2
+$3.12M
3
+$3.02M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.19M
5
DHI icon
D.R. Horton
DHI
+$2M

Sector Composition

1 Technology 19.41%
2 Financials 11.22%
3 Healthcare 10.51%
4 Consumer Discretionary 8.61%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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279
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280
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281
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-4,600
282
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283
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-7,646
284
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285
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286
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