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
$1.41B
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
151
$617K 0.04%
5,739
+12
152
$612K 0.04%
6,316
-131
153
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5,931
+256
154
$605K 0.04%
12,149
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155
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9,321
156
$603K 0.04%
2,008
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157
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2,208
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158
$595K 0.04%
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159
$590K 0.04%
30,464
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160
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161
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162
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1,339
-148
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164
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165
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166
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167
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168
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15,396
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169
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170
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22,545
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171
$492K 0.03%
6,064
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172
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9,198
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173
$485K 0.03%
9,025
+681
174
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5,194
-122
175
$472K 0.03%
6,853
-258
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