AI

Accredited Investors Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$36.9M
3
+$36.3M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$33.5M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.61%
2 Consumer Staples 3.47%
3 Technology 2.01%
4 Financials 1.56%
5 Materials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.09%
+6,217
52
$213K 0.08%
+11,040
53
$87K 0.03%
+27,000
54
$69K 0.03%
+9,697
1 2
3