AP

Appleton Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
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
+$10.3M
2
+$5.45M
3
+$4.63M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$2.46M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.3M

Top Sells

1
+$5.86M
2
+$3.3M
3
+$3.15M
4
DHI icon
D.R. Horton
DHI
+$2.47M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.19M

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
176
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4,179
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