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
201
$342K 0.02%
+7,770
202
$332K 0.02%
+8,319
203
$332K 0.02%
+1,599
204
$328K 0.02%
+2,974
205
$326K 0.02%
+3,146
206
$322K 0.02%
+9,617
207
$321K 0.02%
+3,656
208
$318K 0.02%
+2,898
209
$313K 0.02%
+4,220
210
$309K 0.02%
+2,312
211
$306K 0.02%
+6,658
212
$304K 0.02%
+622
213
$303K 0.02%
+4,292
214
$298K 0.02%
+1,128
215
$293K 0.02%
+2,122
216
$290K 0.02%
+2,545
217
$286K 0.02%
+833
218
$286K 0.02%
+9,954
219
$285K 0.02%
+2,355
220
$285K 0.02%
+2,855
221
$283K 0.02%
+4,000
222
$282K 0.02%
+1,272
223
$282K 0.02%
+703
224
$271K 0.02%
+6,527
225
$269K 0.02%
+3,488
7 8
9
10 11