AI

Accredited Investors Portfolio holdings

AUM $1.86B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.29M
3
+$5.57M
4
AAPL icon
Apple
AAPL
+$3.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.87M

Top Sells

1
+$25.2M
2
+$16.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.8M

Sector Composition

1 Technology 7.45%
2 Financials 6.8%
3 Industrials 5.4%
4 Communication Services 3.94%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.01%
+6,945
227
$256K 0.01%
+1,910
228
$256K 0.01%
732
-223
229
$256K 0.01%
3,792
-208
230
$255K 0.01%
3,524
231
$255K 0.01%
2,583
-1,204
232
$252K 0.01%
1,165
-130
233
$240K 0.01%
+675
234
$239K 0.01%
9,672
-2,058
235
$236K 0.01%
+55
236
$228K 0.01%
1,836
+2
237
$228K 0.01%
4,800
238
$226K 0.01%
+1,022
239
$224K 0.01%
10,955
240
$223K 0.01%
+5,073
241
$220K 0.01%
2,326
242
$220K 0.01%
3,281
243
$219K 0.01%
4,192
244
$219K 0.01%
+1,282
245
$217K 0.01%
+1,143
246
$215K 0.01%
2,830
247
$213K 0.01%
+466
248
$210K 0.01%
+1,107
249
$209K 0.01%
+4,587
250
$205K 0.01%
1,884
-1,451
7 8 9
10
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