AI

Accredited Investors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$2.59M
3
+$1.27M
4
BK icon
Bank of New York Mellon
BK
+$822K
5
ABT icon
Abbott
ABT
+$572K

Top Sells

1
+$11.9M
2
+$4.36M
3
+$2.57M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.28M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.95M

Sector Composition

1 Technology 5.31%
2 Industrials 4.09%
3 Consumer Staples 2.91%
4 Financials 2.86%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 0.81%
177,975
-190
27
$3.14M 0.63%
12,712
+1,046
28
$2.34M 0.47%
11,633
+151
29
$2.31M 0.47%
15,977
+268
30
$2.24M 0.45%
14,231
+611
31
$1.89M 0.38%
16,022
+2,076
32
$1.85M 0.37%
6,550
-155
33
$1.81M 0.36%
15,686
+38
34
$1.79M 0.36%
27,787
+970
35
$1.75M 0.35%
10,072
+662
36
$1.75M 0.35%
36,304
+26,351
37
$1.73M 0.35%
27,935
38
$1.7M 0.34%
8,632
-5,074
39
$1.5M 0.3%
34,892
-1,322
40
$1.36M 0.27%
13,091
+427
41
$1.26M 0.25%
26,089
+284
42
$1.26M 0.25%
21,332
+2,534
43
$1.24M 0.25%
15,466
+7,152
44
$1.22M 0.25%
12,064
+16
45
$1.21M 0.24%
10,114
-748
46
$1.1M 0.22%
20,574
+2,008
47
$1.09M 0.22%
18,611
+33
48
$1.08M 0.22%
26,781
-497
49
$1.07M 0.22%
8,731
+599
50
$1.06M 0.21%
5,532
+225
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