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
$285M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.73M
2 +$1.33M
3 +$1.28M
4
BND icon
Vanguard Total Bond Market
BND
+$713K
5
FSKR
FS KKR Capital Corp. II
FSKR
+$638K

Sector Composition

1 Technology 3.79%
2 Industrials 3.07%
3 Healthcare 2.98%
4 Consumer Discretionary 1.46%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,280
127
-62,571