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
51
$5.74M 0.41%
+70,790
52
$5.37M 0.38%
+121,661
53
$4.69M 0.33%
+47,092
54
$4.5M 0.32%
+59,795
55
$4.3M 0.31%
+157,351
56
$4.26M 0.3%
+178,111
57
$4.2M 0.3%
+72,783
58
$3.98M 0.28%
+20,025
59
$3.96M 0.28%
+11,622
60
$3.42M 0.24%
+35,231
61
$3.41M 0.24%
+7,682
62
$3.31M 0.24%
+60,369
63
$3.16M 0.23%
+24,248
64
$3.09M 0.22%
+39,841
65
$3.07M 0.22%
+127,632
66
$3.05M 0.22%
+103,728
67
$3.01M 0.21%
+97,273
68
$2.97M 0.21%
+13,494
69
$2.81M 0.2%
+32,447
70
$2.69M 0.19%
+53,573
71
$2.54M 0.18%
+108,291
72
$2.54M 0.18%
+25,977
73
$2.52M 0.18%
+48,449
74
$2.49M 0.18%
+36,936
75
$2.44M 0.17%
+7,914
1 2
3
4 5