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
251
$205K 0.01%
868
-20
252
$205K 0.01%
+2,442
253
$204K 0.01%
+2,159
254
$202K 0.01%
+1,676
255
$202K 0.01%
+1,038
256
$201K 0.01%
+4,214
257
$201K 0.01%
+5,491
258
$174K 0.01%
10,782
259
$157K 0.01%
13,881
260
$67.4K ﹤0.01%
15,600
261
$49.1K ﹤0.01%
21,431
262
$47.2K ﹤0.01%
15,721
263
$24.8K ﹤0.01%
+26
264
$1.59K ﹤0.01%
+33
265
– –
-13,300
266
– –
-100,000
267
– –
-20,000
268
– –
-1,009
269
– –
-3,684
270
– –
-91,919
271
– –
-1,167
272
– –
-752
7 8 9 10
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