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
151
$655K 0.05%
+5,675
152
$654K 0.05%
+2,311
153
$653K 0.05%
+26,901
154
$649K 0.05%
+32,863
155
$646K 0.05%
+28,194
156
$644K 0.05%
+22,434
157
$632K 0.05%
+12,160
158
$629K 0.04%
+9,198
159
$624K 0.04%
+7,461
160
$608K 0.04%
+9,321
161
$602K 0.04%
+1,356
162
$582K 0.04%
+15,871
163
$576K 0.04%
+4,841
164
$562K 0.04%
+5,910
165
$549K 0.04%
+6,153
166
$549K 0.04%
+2,579
167
$538K 0.04%
+4,874
168
$531K 0.04%
+2,564
169
$529K 0.04%
+8,784
170
$527K 0.04%
+5,316
171
$520K 0.04%
+1,812
172
$516K 0.04%
+7,111
173
$481K 0.03%
+12,922
174
$480K 0.03%
+2,768
175
$475K 0.03%
+9,060
5 6
7
8 9