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
$2.43B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.7M
3
+$11.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$8.94M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$8.69M

Top Sells

1
+$2.34M
2
+$1.85M
3
+$1.38M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.33M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.17M

Sector Composition

1 Technology 3.05%
2 Healthcare 1.06%
3 Industrials 0.82%
4 Financials 0.68%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$293K 0.01%
589
-128
277
$289K 0.01%
2,424
-2,225
278
$284K 0.01%
+27,059
279
$282K 0.01%
1,202
+11
280
$281K 0.01%
11,140
-822
281
$270K 0.01%
1,643
282
$264K 0.01%
550
+7
283
$262K 0.01%
32,830
+29,670
284
$262K 0.01%
+486
285
$260K 0.01%
960
+29
286
$250K 0.01%
+3,752
287
$250K 0.01%
3,455
+265
288
$249K 0.01%
+3,998
289
$248K 0.01%
4,687
+1
290
$247K 0.01%
+393
291
$245K 0.01%
1,803
-30
292
$243K 0.01%
2,919
+63
293
$242K 0.01%
10,812
+422
294
$241K 0.01%
9,024
295
$240K 0.01%
3,526
-4
296
$240K 0.01%
+985
297
$239K 0.01%
+1,883
298
$236K 0.01%
2,025
299
$235K 0.01%
+2,915
300
$234K 0.01%
2,337
-470
10 11
12
13 14