AC

Apella Capital Portfolio holdings

AUM $3.69B
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
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
251
$190K 0.01%
15,035
252
$185K 0.01%
10,116
253
$178K 0.01%
11,104
+196
254
$166K 0.01%
11,075
-533
255
$162K 0.01%
10,376
-264
256
$138K 0.01%
17,206
257
$58.6K ﹤0.01%
10,815
+81
258
$41.7K ﹤0.01%
14,288
259
$28.3K ﹤0.01%
10,000
260
– –
-2
261
– –
-6,830
262
– –
-3,797
263
– –
-9,024
264
– –
-5,301
265
– –
-2,847
266
– –
-1,169
7 8 9 10
11