AC

Apella Capital Portfolio holdings

AUM $4.49B
1-Year Est. Return 10.91%
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$710M
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$8.92M
2 +$8.3M
3 +$7.28M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.52M

Top Sells

1 +$142M
2 +$71.6M
3 +$26.9M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$22.4M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$12.1M

Sector Composition

1 Technology 4.4%
2 Healthcare 2.21%
3 Industrials 2.1%
4 Financials 1.35%
5 Consumer Discretionary 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-20,013
227
-1,000