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
76
$2.42M 0.17%
+32,165
77
$2.34M 0.17%
+6,000
78
$2.24M 0.16%
+13,507
79
$2.2M 0.16%
+67,696
80
$2.07M 0.15%
+42,291
81
$2.06M 0.15%
+65,119
82
$1.99M 0.14%
+20,355
83
$1.83M 0.13%
+4,496
84
$1.82M 0.13%
+34,579
85
$1.8M 0.13%
+38,876
86
$1.77M 0.13%
+30,130
87
$1.76M 0.13%
+35,058
88
$1.75M 0.12%
+32,252
89
$1.74M 0.12%
+34,788
90
$1.72M 0.12%
+48,313
91
$1.68M 0.12%
+30,633
92
$1.63M 0.12%
+6,409
93
$1.58M 0.11%
+17,846
94
$1.51M 0.11%
+5,075
95
$1.49M 0.11%
+9,818
96
$1.41M 0.1%
+4,541
97
$1.39M 0.1%
+7,698
98
$1.37M 0.1%
+6,486
99
$1.27M 0.09%
+6,849
100
$1.26M 0.09%
+29,056
2 3
4
5 6