AC
Apella Capital Portfolio holdings
AUM
$3.69B
1-Year Return
10.67%
This Quarter Return
+3.01%
1 Year Return
+10.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.4B
AUM Growth
–
Cap. Flow
+$1.4B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.6%
Holding
256
New
256
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$85.2M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$83.4M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$83.3M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$74.7M |
| 5 |
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% |
