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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
$1.86B
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$6.41M
3
+$5.15M
4
CHRW icon
C.H. Robinson
CHRW
+$4.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.06M

Top Sells

1
+$24.4M
2
+$3.44M
3
+$2.94M
4
AAPL icon
Apple
AAPL
+$2.58M
5
SEZL
Sezzle
SEZL
+$1.8M

Sector Composition

1 Financials 9.97%
2 Industrials 6.47%
3 Technology 5.98%
4 Consumer Discretionary 2.96%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPR icon
251
Tapestry
TPR
$30.2B
$238K 0.01%
1,684
RIO icon
252
Rio Tinto
RIO
$172B
$237K 0.01%
2,541
+11
MTUM icon
253
iShares MSCI USA Momentum Factor ETF
MTUM
$27.3B
$237K 0.01%
987
CCJ icon
254
Cameco
CCJ
$47B
$235K 0.01%
+2,160
BKSE icon
255
BNY Mellon US Small Cap Core Equity ETF
BKSE
$84.4M
$233K 0.01%
+2,048
VTWO icon
256
Vanguard Russell 2000 ETF
VTWO
$17B
$233K 0.01%
2,326
+242
JVAL icon
257
JPMorgan US Value Factor ETF
JVAL
$801M
$227K 0.01%
4,648
-152
MOS icon
258
The Mosaic Company
MOS
$6.89B
$226K 0.01%
8,879
+64
SO icon
259
Southern Company
SO
$106B
$225K 0.01%
2,329
-117
VRT icon
260
Vertiv
VRT
$115B
$224K 0.01%
+893
FICO icon
261
Fair Isaac
FICO
$27.5B
$220K 0.01%
206
-483
HRL icon
262
Hormel Foods
HRL
$13.6B
$219K 0.01%
9,677
-242
NEE icon
263
NextEra Energy
NEE
$180B
$215K 0.01%
2,313
-2,366
SCHC icon
264
Schwab International Small-Cap Equity ETF
SCHC
$5.52B
$214K 0.01%
4,587
FIX icon
265
Comfort Systems
FIX
$67.3B
$214K 0.01%
+155
DES icon
266
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
$212K 0.01%
+5,906
IXUS icon
267
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$210K 0.01%
+2,421
DE icon
268
Deere & Co
DE
$158B
$207K 0.01%
+367
EXPD icon
269
Expeditors International
EXPD
$21.5B
$205K 0.01%
1,430
VZ icon
270
Verizon
VZ
$195B
$205K 0.01%
+4,079
RSP icon
271
Invesco S&P 500 Equal Weight ETF
RSP
$92B
$204K 0.01%
+1,061
KLAR
272
Klarna Group
KLAR
$6.72B
$202K 0.01%
+15,450
VNQ icon
273
Vanguard Real Estate ETF
VNQ
$38B
$202K 0.01%
+2,278
BX icon
274
Blackstone
BX
$156B
$202K 0.01%
1,753
ACWX icon
275
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$201K 0.01%
+2,939
9 10
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