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
$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
126
$859K 0.06%
+2,120
127
$844K 0.06%
+39,846
128
$844K 0.06%
+44,336
129
$842K 0.06%
+40,946
130
$834K 0.06%
+16,927
131
$821K 0.06%
+40,778
132
$812K 0.06%
+42,868
133
$809K 0.06%
+20,832
134
$788K 0.06%
+29,195
135
$788K 0.06%
+19,077
136
$771K 0.05%
+15,215
137
$766K 0.05%
+15,551
138
$764K 0.05%
+4,081
139
$760K 0.05%
+8,173
140
$759K 0.05%
+6,337
141
$756K 0.05%
+19,255
142
$743K 0.05%
+6,239
143
$730K 0.05%
+11,532
144
$710K 0.05%
+6,602
145
$705K 0.05%
+19,464
146
$703K 0.05%
+6,447
147
$697K 0.05%
+5,727
148
$673K 0.05%
+15,769
149
$663K 0.05%
+1,487
150
$658K 0.05%
+6,203
4 5
6
7 8