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
76
$381K 0.22%
+7,092
77
$380K 0.22%
+6,407
78
$378K 0.22%
+6,777
79
$359K 0.21%
+16,312
80
$349K 0.2%
+4,364
81
$347K 0.2%
+4,812
82
$342K 0.2%
+4,574
83
$307K 0.18%
+8,936
84
$304K 0.18%
+9,023
85
$297K 0.17%
+1,466
86
$284K 0.17%
+1,101
87
$283K 0.17%
+3,616
88
$277K 0.16%
+4,810
89
$271K 0.16%
+2,560
90
$266K 0.16%
+6,000
91
$257K 0.15%
+1,704
92
$239K 0.14%
+2,640
93
$235K 0.14%
+2,430
94
$232K 0.14%
+47,392
95
$227K 0.13%
+1,663
96
$221K 0.13%
+4,850
97
$219K 0.13%
+7,076
98
$215K 0.13%
+6,742
99
$214K 0.12%
+1,510
100
$212K 0.12%
+2,930
1 2 3
4
5