AI

Accredited Investors Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.82M
3
+$4.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.57M
5
ONB icon
Old National Bancorp
ONB
+$1.96M

Top Sells

1
+$37M
2
+$35.4M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M

Sector Composition

1 Financials 6.94%
2 Technology 6.42%
3 Industrials 6.37%
4 Communication Services 3.95%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$222K 0.01%
+3,684
227
$214K 0.01%
+2,830
228
$214K 0.01%
2,326
229
$212K 0.01%
+4,800
230
$212K 0.01%
+2,180
231
$207K 0.01%
+10,782
232
$204K 0.01%
888
-15
233
$163K 0.01%
208,209
-43,164
234
$90.4K 0.01%
13,300
235
$58.4K ﹤0.01%
91,919
236
$45.9K ﹤0.01%
15,600
237
$38.8K ﹤0.01%
15,721
238
$35.4K ﹤0.01%
21,431
239
$21.3K ﹤0.01%
1,009
240
– –
-906
241
– –
-2,331
242
– –
-227
243
– –
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244
– –
-5,791
245
– –
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246
– –
-3,935
247
– –
-2,637
248
– –
-801
249
– –
-10,000
250
– –
-4,084
7 8 9
10
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