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
$1.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$83.4M
3
+$83.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.7M
5
BND icon
Vanguard Total Bond Market
BND
+$59.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Industrials 1.14%
3 Healthcare 1.09%
4 Financials 0.68%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.9M 1.13%
+209,496
27
$15.3M 1.09%
+312,144
28
$15.2M 1.09%
+442,018
29
$12.9M 0.92%
+66,722
30
$12.8M 0.91%
+131,303
31
$11.4M 0.81%
+70,434
32
$11.2M 0.79%
+141,238
33
$11M 0.78%
+191,026
34
$10.8M 0.77%
+160,004
35
$10.4M 0.74%
+206,685
36
$10.3M 0.73%
+216,331
37
$9.9M 0.7%
+176,564
38
$9.49M 0.68%
+121,068
39
$9.32M 0.66%
+101,239
40
$8.74M 0.62%
+183,496
41
$8.3M 0.59%
+175,878
42
$7.78M 0.55%
+141,488
43
$7.29M 0.52%
+204,857
44
$6.97M 0.5%
+148,097
45
$6.9M 0.49%
+129,837
46
$6.8M 0.48%
+93,174
47
$6.51M 0.46%
+17,030
48
$6.31M 0.45%
+29,325
49
$5.99M 0.43%
+121,712
50
$5.91M 0.42%
+128,026
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