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Home > Institutional Investor > Appleton Partners Inc > Profile

Instuitional Investor - Appleton Partners Inc

Fund Profile
Filing Period:
Fund Name: Appleton Partners Inc
Portfolio Value $1,240,037
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 429,106 $82,616 6.66%
2.
Microsoft Corp
 MSFT 126,441 $47,547 3.83%
3.
Goldman Sachs Activebeta U.s.
 462,831 $43,418 3.5%
4.
Jpmorgan Ultra-Short Income Et
 858,321 $43,113 3.47%
5.
Schwab Strategic Trust
 FNDF 661,842 $37,328 3.01%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)