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
$1.41B
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.5M
3
+$4.79M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.12M

Top Sells

1
+$3.22M
2
+$2.19M
3
+$1.32M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$864K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.09%
3 Industrials 1.09%
4 Financials 0.63%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.09%
7,458
-229
102
$1.25M 0.09%
7,889
+191
103
$1.2M 0.08%
29,074
+18
104
$1.18M 0.08%
10,053
-1,093
105
$1.18M 0.08%
29,694
+10,617
106
$1.18M 0.08%
8,105
-142
107
$1.17M 0.08%
20,993
-124
108
$1.17M 0.08%
6,893
+44
109
$1.16M 0.08%
22,897
-206
110
$1.1M 0.08%
7,412
+315
111
$1.07M 0.08%
4,467
+17
112
$1.07M 0.08%
21,662
-731
113
$1.06M 0.08%
2,964
+33
114
$1.04M 0.07%
18,999
+298
115
$1.03M 0.07%
19,535
-27
116
$1.02M 0.07%
13,534
-820
117
$1.02M 0.07%
60,148
-880
118
$1.02M 0.07%
30,395
+970
119
$1M 0.07%
22,990
+1,300
120
$945K 0.07%
22,912
-338
121
$945K 0.07%
3,552
+136
122
$912K 0.06%
21,005
+44
123
$890K 0.06%
5,864
+145
124
$882K 0.06%
8,229
+56
125
$877K 0.06%
31,601
+9,167
3 4
5
6 7