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
176
$470K 0.03%
932
+11
177
$465K 0.03%
8,306
-478
178
$445K 0.03%
2,194
+111
179
$443K 0.03%
2,209
-355
180
$423K 0.03%
2,777
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181
$422K 0.03%
3,007
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182
$419K 0.03%
4,720
+277
183
$403K 0.03%
19,039
-726
184
$399K 0.03%
6,870
-382
185
$388K 0.03%
4,196
-145
186
$383K 0.03%
19,443
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187
$380K 0.03%
1,651
+30
188
$378K 0.03%
11,667
-1,255
189
$377K 0.03%
6,499
+7
190
$374K 0.03%
3,642
+1,097
191
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192
$371K 0.03%
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193
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33,418
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194
$364K 0.03%
1,428
+6
195
$363K 0.03%
+6,373
196
$357K 0.03%
+4,567
197
$355K 0.03%
1,510
198
$350K 0.02%
14,602
-76
199
$349K 0.02%
6,010
+18
200
$347K 0.02%
3,112
-32
6 7
8
9 10