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
$1.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$83.4M
3
+$83.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.7M
5
BND icon
Vanguard Total Bond Market
BND
+$59.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Industrials 1.14%
3 Healthcare 1.09%
4 Financials 0.68%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$269K 0.02%
+5,775
227
$265K 0.02%
+2,936
228
$258K 0.02%
+1,124
229
$257K 0.02%
+493
230
$248K 0.02%
+342
231
$247K 0.02%
+5,301
232
$245K 0.02%
+2,086
233
$243K 0.02%
+3,520
234
$240K 0.02%
+13,929
235
$233K 0.02%
+3,089
236
$228K 0.02%
+5,562
237
$226K 0.02%
+2,574
238
$224K 0.02%
+11,964
239
$222K 0.02%
+1,339
240
$220K 0.02%
+12,272
241
$214K 0.02%
+3,709
242
$211K 0.02%
+3,797
243
$208K 0.01%
+6,830
244
$206K 0.01%
+2,290
245
$203K 0.01%
+1,169
246
$202K 0.01%
+9,024
247
$201K 0.01%
+15,035
248
$200K 0.01%
+2,847
249
$180K 0.01%
+10,116
250
$172K 0.01%
+10,640
7 8 9
10
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