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
$597M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16M
3
+$2.77M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.24M
5
TSLA icon
Tesla
TSLA
+$1.53M

Top Sells

1
+$2.75M
2
+$1.92M
3
+$1.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$692K

Sector Composition

1 Technology 8.69%
2 Industrials 7.02%
3 Healthcare 2.89%
4 Consumer Staples 2.59%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.23%
30,160
-630
52
$1.39M 0.23%
20,775
-609
53
$1.3M 0.22%
4,889
+37
54
$1.2M 0.2%
24,092
+4,986
55
$1.19M 0.2%
10,128
-35
56
$1.1M 0.18%
6,228
-472
57
$1.08M 0.18%
17,449
+40
58
$1.08M 0.18%
25,689
+5,234
59
$1.07M 0.18%
16,570
+333
60
$1.03M 0.17%
13,178
+267
61
$1.01M 0.17%
6,424
+1,249
62
$1.01M 0.17%
+41,306
63
$972K 0.16%
3,559
+5
64
$966K 0.16%
3,371
-435
65
$948K 0.16%
18,295
66
$932K 0.16%
6,832
67
$924K 0.15%
10,540
-240
68
$865K 0.14%
7,962
69
$864K 0.14%
3,690
+10
70
$861K 0.14%
16,003
+216
71
$843K 0.14%
3,927
+21
72
$818K 0.14%
12,812
-1,256
73
$801K 0.13%
36,884
+7,152
74
$737K 0.12%
24,422
-10,297
75
$725K 0.12%
8,280
+120
1 2
3
4 5