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
$1.41B
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.5M
3
+$4.79M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.12M

Top Sells

1
+$3.22M
2
+$2.19M
3
+$1.32M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$864K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.09%
3 Industrials 1.09%
4 Financials 0.63%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.02%
833
227
$279K 0.02%
6,289
-238
228
$278K 0.02%
7,350
-420
229
$274K 0.02%
4,000
230
$274K 0.02%
2,264
+142
231
$267K 0.02%
2,767
-169
232
$264K 0.02%
5,786
+11
233
$255K 0.02%
3,530
+42
234
$253K 0.02%
+1,025
235
$251K 0.02%
+7,209
236
$250K 0.02%
494
+1
237
$241K 0.02%
3,347
-426
238
$240K 0.02%
1,339
239
$237K 0.02%
3,148
+59
240
$229K 0.02%
4,005
-215
241
$226K 0.02%
3,242
-278
242
$221K 0.02%
+4,425
243
$221K 0.02%
2,574
244
$218K 0.02%
+3,366
245
$218K 0.02%
11,964
246
$211K 0.01%
+4,230
247
$211K 0.01%
12,025
-247
248
$207K 0.01%
3,714
+5
249
$204K 0.01%
2,310
+20
250
$201K 0.01%
342
7 8 9
10
11