AC
Apella Capital Portfolio holdings
AUM
$3.69B
This Quarter Return
+8.33%
1 Year Return
+10.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.79B
AUM Growth
+$1.79B
(+27%)
Cap. Flow
+$286M
Cap. Flow
% of AUM
15.93%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
297
New
38
Increased
110
Reduced
127
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.63M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.55M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$3.91M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.74M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$3.46M |
Sector Composition
| 1 | Technology | 2.92% |
| 2 | Healthcare | 1.12% |
| 3 | Industrials | 1.02% |
| 4 | Financials | 0.61% |
| 5 | Consumer Discretionary | 0.54% |
