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Appleton Equity Growth Fund

 
Page Created: 2008-12-04 08:01:00-08
Fund Type: MULTI-CAP GROWTH Report Date: 2008-11-17 Current Value: $1,869,502 Total Performance: -3.91 %
Family of: Appleton Funds
 
   
 

Appleton Equity Growth Fund
Highlights

Worst Move: Appleton Equity Growth Fund potentially lost $-5,136 on changes made with Praxair Inc (PX) buying shares when price went down.
Best Move: Appleton Equity Growth Fund potentially made $3,457 on changes made with Apple Inc (AAPL) buying shares when price went up.
Good Save: Appleton Equity Growth Fund potentially saved $5,296 on changes made with Agrium Inc (AGU) selling shares when price went down.
Missed Move: Appleton Equity Growth Fund potentially missed $-11 on changes made with Nortel Networks Corp(NT) selling shares when price went up.
 

Appleton Equity Growth Fund
Contact Information

45 Milk Street, Boston Ma 02109,,
Phone: , Fax: , Website:

Appleton Equity Growth Fund
Symbols

Appleton Equity Growth Fund
Recent Source SEC Filings

2008-11-17 http://www.sec.gov/Archives/edgar/data/1127451/0001144204-08-064839.txt
2008-09-03 http://www.sec.gov/Archives/edgar/data/1127451/0001144204-08-050972.txt
 

Appleton Equity Growth Fund
Holding and Details

Click on column headings to sort!
Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
Agrium Inc (AGU) BE AGU Agricultural Chemi ... 3,450 $91,115 $-21,494 -19.08 % Sold Some -850 -19.76 $5,296
Amphenol Corp (APH) US APH Electronic Connect ... 8,925 $192,423 $-6,158 -3.10 % Added More 1,175 15.16 $-811
Ansys Inc (ANSS) CH ANSS Computer Aided Des ... 8,500 $231,540 $-9,860 -4.08 % No Change - - -
Apple Inc (AAPL) US AAPL Computers 1,550 $143,329 $3,457 2.47 % New Holding 1,550 100.00 $3,457
Cisco Systems Inc (CSCO) US CSCO Networking Product ... 10,000 $153,200 $-13,000 -7.82 % No Change - - -
Ecolab Inc (ECL) US ECL Chemicals-Specialt ... 5,950 $211,523 $16,541 8.48 % No Change - - -
International Business Machines C ... (IBM) US IBM Computers 2,925 $233,532 $-1,433 -0.60 % Added More 525 21.87 $-257
Memc Electronic Materials Inc (WFR) IT WFR Electronic Compo-S ... 3,000 $41,220 $-4,800 -10.43 % No Change - - -
Microsoft Corp (MSFT) US MSFT Applications Softw ... 6,000 $114,900 $-5,460 -4.53 % No Change - - -
Nortel Networks Corp (NT) US NT Telecommunication ... None - - - % Sold All -152 -100.00 $-11
Oracle Corp (ORCL) US ORCL Enterprise Softwar ... 12,500 $197,375 $-13,875 -6.56 % No Change - - -
Praxair Inc (PX) US PX Industrial Gases 4,700 $259,346 $-20,116 -7.19 % Added More 1,200 34.28 $-5,136
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Listed 12 holdings.
 

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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
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