APPLETON GROUP LLC Overview

Appleton Group Llc is an investment advisor that manages 163.8 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 83MM in positions, representing 51% of the manager's regulatory AUM.

APPLETON GROUP LLC StockAlpha

-3.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

APPLETON GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 11.78% ETF 1.56% 0% 0 29%
IWD 10.95% ETF 4.19% 0.29% 0 7%
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APPLETON GROUP LLC Founders and Key Employees

Name Title In Position Since
Mark C. Scheffler Chief Compliance Officer April-2002
David A. Ogilvie Minority Owner January-2005
Andrew D. Ogilvie Minority Owner January-2005
Larry L. Heller Minority Owner January-2005
Diane O. Schneider Minority Owner January-2005

APPLETON GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company

APPLETON GROUP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Philosophy - The Appleton Group Wealth Management Discipline™ is designed to address an investor’s desire to achieve useful, meaningful portfolio returns over time with only as much investment risk as is absolutely necessary along the way. It targets net portfolio returns over time that are considered generally necessary for an individual investor to maintain distributions in retirement, for endowments/pensions to meet spending goals in perpetuity, and for pre-retirees to achieve measurable progress toward saving goals.

The Appleton Group Wealth Management Discipline™ combines two fundamental aspects to successful portfolio management: 1) What to own, and 2) When to own. It addresses the importance of investing in both “at-risk assets” and “no-risk assets,” and the importance of adjusting an investor’s exposure to each in response to changing market conditions.

Implementati...
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APPLETON GROUP LLC Portfolio Concentration

APPLETON GROUP LLC Location

100 W. LAWRENCE ST
SUITE 306
APPLETON, Wisconsin
UNITED STATES, 54911

APPLETON GROUP LLC Contact Information

Phone Number: 920/993-7727
Fax Number: 920/993-7779
Website:

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