AC
Apella Capital Portfolio holdings
AUM
$3.69B
This Quarter Return
-0.93%
1 Year Return
+10.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$696M
AUM Growth
+$696M
(+14%)
Cap. Flow
+$91.9M
Cap. Flow
% of AUM
13.22%
Top 10 Holdings %
Top 10 Hldgs %
41.88%
Holding
215
New
11
Increased
86
Reduced
71
Closed
16
Top Buys
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$26.4M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$7.98M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$5.57M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$5.19M |
| 5 |
Vanguard Total Bond Market
BND
|
$4.32M |
Top Sells
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Healthcare | 1.62% |
| 3 | Consumer Discretionary | 1.04% |
| 4 | Financials | 0.82% |
| 5 | Industrials | 0.72% |
