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
$1.11B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$18M
3
+$17.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.5M
5
TSLA icon
Tesla
TSLA
+$12.3M

Top Sells

1
+$10.4M
2
+$3.23M
3
+$2.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$982K

Sector Composition

1 Communication Services 7.06%
2 Technology 6.16%
3 Industrials 4.58%
4 Consumer Discretionary 2.92%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.59M 0.77%
126,895
+684
27
$8.54M 0.77%
79,296
+4,373
28
$7.03M 0.63%
13,788
+718
29
$5.66M 0.51%
18,342
+225
30
$5.06M 0.46%
98,066
+6,409
31
$4.97M 0.45%
21,835
+2,125
32
$4.75M 0.43%
13,469
+16
33
$4.3M 0.39%
26,420
+15,160
34
$4.27M 0.38%
44,094
+6,662
35
$3.37M 0.3%
24,120
+16,160
36
$3.33M 0.3%
38,387
+2,552
37
$3.3M 0.3%
62,023
-4
38
$3.02M 0.27%
14,211
+1,146
39
$2.97M 0.27%
81,210
-1,420
40
$2.94M 0.27%
23,644
+1,272
41
$2.83M 0.26%
11,331
-22
42
$2.58M 0.23%
15,553
43
$2.58M 0.23%
53,855
-1,028
44
$2.46M 0.22%
33,373
+2,966
45
$2.2M 0.2%
13,261
-63
46
$1.98M 0.18%
61,493
+1,434
47
$1.93M 0.17%
12,648
+281
48
$1.87M 0.17%
13,719
+74
49
$1.71M 0.15%
5,698
+26
50
$1.7M 0.15%
15,325
+1,592
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2
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