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
51
$1.02M 0.21%
20,692
+1,114
52
$1.02M 0.21%
19,025
-300
53
$996K 0.2%
12,551
+26
54
$982K 0.2%
8,844
+94
55
$969K 0.2%
10,880
-1,080
56
$895K 0.18%
4,979
+277
57
$839K 0.17%
12,256
+205
58
$822K 0.17%
+16,291
59
$818K 0.16%
18,980
+108
60
$812K 0.16%
17,022
+7
61
$795K 0.16%
5,687
+515
62
$771K 0.16%
29,217
+11,512
63
$756K 0.15%
4,538
+385
64
$754K 0.15%
29,330
+5,971
65
$738K 0.15%
3,885
-252
66
$716K 0.14%
28,598
+1,995
67
$661K 0.13%
11,240
+780
68
$655K 0.13%
8,104
+199
69
$646K 0.13%
12,967
+26
70
$635K 0.13%
6,971
+810
71
$631K 0.13%
9,942
72
$616K 0.12%
4,564
+118
73
$601K 0.12%
1,575
+126
74
$586K 0.12%
24,731
+3,342
75
$580K 0.12%
2,397
+101
1 2
3
4 5