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
$1.86B
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 icon
Sezzle
SEZL
+$1.8M

Sector Composition

1 Financials 9.96%
2 Industrials 6.47%
3 Technology 5.99%
4 Consumer Discretionary 2.96%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
51
Eli Lilly
LLY
$862B
$3.91M 0.21%
4,250
+264
USXF icon
52
iShares ESG Advanced MSCI USA ETF
USXF
$1.32B
$3.9M 0.21%
70,646
-1,452
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$144B
$3.37M 0.18%
43,728
+1,260
AGG icon
54
iShares Core US Aggregate Bond ETF
AGG
$135B
$3.37M 0.18%
33,966
+3,369
IWD icon
55
iShares Russell 1000 Value ETF
IWD
$74.3B
$3.3M 0.18%
15,464
+974
CELC icon
56
Celcuity
CELC
$6.07B
$3.08M 0.17%
26,972
-143
USB icon
57
US Bancorp
USB
$87.5B
$3.06M 0.16%
58,771
-1,328
DSI icon
58
iShares MSCI KLD 400 Social ETF
DSI
$5.18B
$3M 0.16%
24,716
+445
QQQ icon
59
Invesco QQQ Trust
QQQ
$443B
$2.99M 0.16%
5,183
+714
XOM icon
60
Exxon Mobil
XOM
$635B
$2.99M 0.16%
17,618
-635
LH icon
61
Labcorp
LH
$21.1B
$2.84M 0.15%
+10,650
COST icon
62
Costco
COST
$449B
$2.83M 0.15%
2,838
+206
IWB icon
63
iShares Russell 1000 ETF
IWB
$46.4B
$2.79M 0.15%
7,838
-2,673
UNH icon
64
UnitedHealth
UNH
$335B
$2.62M 0.14%
9,668
-834
TCMD icon
65
Tactile Systems Technology
TCMD
$521M
$2.48M 0.13%
94,880
-20,455
TRV icon
66
Travelers Companies
TRV
$64.8B
$2.42M 0.13%
8,300
TSLA icon
67
Tesla
TSLA
$1.47T
$2.24M 0.12%
6,026
-193
ITOT icon
68
iShares Core S&P Total US Stock Market ETF
ITOT
$89B
$2.22M 0.12%
15,553
+148
GGG icon
69
Graco
GGG
$13.1B
$2.01M 0.11%
23,739
-187
V icon
70
Visa
V
$624B
$1.98M 0.11%
6,550
-214
XEL icon
71
Xcel Energy
XEL
$51.5B
$1.81M 0.1%
22,772
+359
GWX icon
72
State Street SPDR S&P International Small Cap ETF
GWX
$914M
$1.79M 0.1%
42,470
-170
ABBV icon
73
AbbVie
ABBV
$365B
$1.79M 0.1%
8,211
-1,194
EUSB icon
74
iShares ESG Advanced Universal USD Bond ETF
EUSB
$690M
$1.78M 0.1%
41,015
+282
ORCL icon
75
Oracle
ORCL
$494B
$1.76M 0.09%
11,950
-120
1 2
3
4 5