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
0
0
3
0
0
0
0
0
3
APPLETON GROUP LLC

Time Period2017-12-31

Total Holdings36

Total Value ($x1000)100,836
Activities
New6

Increased18

Unchanged3

Decreased9

Sold Out2

Top 10 Stock Holdingstotal 72.32%
SPY10.24

SCHF9.13

SCHV8.8

SCHA7.86

QQQ7.73

 
SCHH7.67

CWB5.68

SCHE5.54

PGX4.94

IWD4.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
10.24%
TR UNIT
SCHF
9.13%
INTL EQTY ETF
SCHV
8.8%
US LCAP VA ETF
SCHA
7.86%
US SML CAP ETF
QQQ
7.73%
UNIT SER 1
SCHH
7.67%
US REIT ETF
CWB
5.68%
BRC CNV SECS ETF
SCHE
5.54%
EMRG MKTEQ ETF
PGX
4.94%
AGG PFD PORT
IWD
4.73%
RUS 1000 VAL ETF
VCSH
4.69%
SHRT TRM CORP BD
SCHX
4.47%
US LRG CAP ETF
SCHG
3.65%
US LCAP GR ETF
JNK
2.09%
BRC HGH YLD BD
IWN
1.49%
RUS 2000 VAL ETF
XHB
1.02%
S&P HOMEBUILD
XLE
0.95%
SBI INT-ENERGY
XES
0.85%
OILGAS EQUIP
XLU
0.82%
SBI INT-UTILS
FIRST TR...
0.72%
DJ INTERNT IDX
XBI
0.69%
S&P BIOTECH
XLF
0.66%
SBI INT-FINL
SCHZ
0.66%
US AGGREGATE B
XLY
0.64%
SBI CONS DISCR
XLV
0.63%
SBI HEALTHCARE
KIE
0.61%
S&P INS ETF
LQD
0.48%
IBOXX INV CP ETF
EMB
0.46%
JP MOR EM MK ETF
SCHM
0.41%
US MID-CAP ETF
VBR
0.38%
SM CP VAL ETF
MTW
0.29%
COM NEW
OSK
0.23%
COM
EXAS
0.22%
COM
PLXS
0.22%
COM
BMI
0.2%
COM
MTG
0.15%
COM
FDN
0.74%
DJ INTERNT IDX
MTW
0.29%
COM