AC
Apella Capital Portfolio holdings
AUM
$3.69B
1-Year Est. Return
10.67%
1 Year Est. Return
+10.67%
AUM
$3.69B
AUM Growth
+$776M
(+27%)
Holding
430
Top Buys
| 1 | +$35.1M | |
| 2 | +$33.6M | |
| 3 | +$31.1M | |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
+$23.5M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$23.2M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$6.6M | |
| 3 | +$6.01M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$3.95M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.96M |
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Financials | 1.44% |
| 3 | Industrials | 0.99% |
| 4 | Communication Services | 0.83% |
| 5 | Healthcare | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Dimensional California Municipal Bond ETF
DFCA
$511M
| – | – |
-10,683
|
|
||
427
iShares US Treasury Bond ETF
GOVT
$28.4B
| – | – |
-9,698
|
|
||
428
MidWestOne Financial Group
MOFG
$600M
| – | – |
-9,216
|
|
||
429
J.M. Smucker
SJM
$11B
| – | – |
-1,747
|
|
||
|
WBA
430
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-29,105
|
|