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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.1M
3
+$10.3M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.93M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.93%
2 Technology 3.67%
3 Healthcare 3.4%
4 Financials 1.56%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1%
+9,343
27
$1.67M 0.97%
+10,564
28
$1.38M 0.81%
+15,543
29
$1.34M 0.78%
+63,951
30
$1.33M 0.78%
+63,525
31
$1.33M 0.78%
+62,829
32
$1.25M 0.73%
+60,300
33
$1.25M 0.73%
+60,294
34
$1.22M 0.71%
+11,090
35
$1.22M 0.71%
+63,714
36
$1.22M 0.71%
+9,390
37
$1.19M 0.7%
+58,028
38
$1.18M 0.69%
+9,007
39
$1.16M 0.68%
+58,909
40
$1.16M 0.68%
+9,802
41
$1.15M 0.67%
+21,342
42
$1.12M 0.65%
+54,068
43
$1.11M 0.65%
+56,087
44
$1.1M 0.64%
+26,783
45
$1.05M 0.61%
+7,095
46
$1.05M 0.61%
+18,968
47
$1.02M 0.6%
+12,601
48
$966K 0.56%
+5,841
49
$923K 0.54%
+8,164
50
$888K 0.52%
+3,750
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