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
51
$1.64M 0.15%
9,800
+38
52
$1.58M 0.14%
4,350
-30
53
$1.57M 0.14%
19,912
54
$1.56M 0.14%
7,367
+462
55
$1.52M 0.14%
12,855
-193
56
$1.49M 0.13%
41,718
+11,467
57
$1.46M 0.13%
53,590
+7,070
58
$1.39M 0.12%
46,710
-766
59
$1.38M 0.12%
19,846
+363
60
$1.37M 0.12%
22,495
+9,883
61
$1.37M 0.12%
2,372
-1,423
62
$1.36M 0.12%
4,188
+804
63
$1.34M 0.12%
3,221
+24
64
$1.29M 0.12%
35,095
+3,346
65
$1.29M 0.12%
52,243
-1,394
66
$1.27M 0.11%
15,368
+31
67
$1.24M 0.11%
7,020
+40
68
$1.15M 0.1%
15,744
+40
69
$1.13M 0.1%
8,257
+598
70
$1.12M 0.1%
4,522
+36
71
$1.07M 0.1%
14,894
-84
72
$1.04M 0.09%
7,917
73
$1M 0.09%
18,735
-195
74
$964K 0.09%
18,619
+220
75
$959K 0.09%
23,274
-12,275
1 2
3
4 5