Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
1
0
1
0
0
0
0
0
1
APPLETON GROUP LLC

Time Period2018-09-30

Total Holdings30

Total Value ($x1000)94,383
Activities
New6

Increased17

Unchanged1

Decreased6

Sold Out2

Top 10 Stock Holdingstotal 86.48%
SCHG21.22

SPY13.49

SCHV10.56

SCHA9.78

IWD6.46

 
CWB6.29

SCHX6.05

PGX5.41

VCSH5.02

IWN2.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHG
21.22%
US LCAP GR ETF
SPY
13.49%
TR UNIT
SCHV
10.56%
US LCAP VA ETF
SCHA
9.78%
US SML CAP ETF
IWD
6.46%
RUS 1000 VAL ETF
CWB
6.29%
BRC CNV SECS ETF
SCHX
6.05%
US LRG CAP ETF
PGX
5.41%
PFD ETF
VCSH
5.02%
SHRT TRM CORP BD
IWN
2.2%
RUS 2000 VAL ETF
JNK
2.16%
BRC HGH YLD BD
XHB
1.09%
S&P HOMEBUILD
FDN
1.02%
DJ INTERNT IDX
XBI
0.99%
S&P BIOTECH
XLU
0.91%
SBI INT-UTILS
XLY
0.86%
SBI CONS DISCR
XLV
0.83%
SBI HEALTHCARE
WASH
0.81%
COM
SCHZ
0.79%
US AGGREGATE B
KIE
0.76%
S&P INS ETF
XLF
0.72%
SBI INT-FINL
SCHM
0.64%
US MID-CAP ETF
LQD
0.34%
IBOXX INV CP ETF
EMB
0.31%
JP MOR EM MK ETF
NCBS
0.25%
COM
ETN
0.24%
SHS
SCHF
0.22%
INTL EQTY ETF
SCHP
0.22%
US TIPS ETF
BMI
0.22%
COM
MTG
0.14%
COM
XES
1.12%
OILGAS EQUIP
XLE
1.09%
SBI INT-ENERGY