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
176
$466K 0.03%
+972
177
$464K 0.03%
+7,252
178
$454K 0.03%
+19,765
179
$443K 0.03%
+921
180
$432K 0.03%
+8,344
181
$425K 0.03%
+5,992
182
$416K 0.03%
+4,341
183
$401K 0.03%
+6,492
184
$398K 0.03%
+2,083
185
$386K 0.03%
+2,739
186
$385K 0.03%
+1,621
187
$380K 0.03%
+811
188
$378K 0.03%
+1,422
189
$377K 0.03%
+4,443
190
$376K 0.03%
+33,086
191
$370K 0.03%
+3,773
192
$368K 0.03%
+1,510
193
$364K 0.03%
+4,211
194
$362K 0.03%
+14,678
195
$360K 0.03%
+2,133
196
$355K 0.03%
+18,530
197
$349K 0.02%
+9,415
198
$343K 0.02%
+3,144
199
$343K 0.02%
+775
200
$342K 0.02%
+21,468
6 7
8
9 10