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
$317M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$2.48M
3 +$2.48M
4
ACN icon
Accenture
ACN
+$2.06M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.89M

Sector Composition

1 Technology 4.54%
2 Industrials 3.23%
3 Healthcare 2.67%
4 Consumer Discretionary 1.37%
5 Financials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$208K 0.07%
+3,729
127
$202K 0.06%
+1,332
128
$112K 0.04%
+13,165
129
$10K ﹤0.01%
1,001
130
-2,652