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
$1.6B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$32.2M
3
+$10.5M
4
VTV icon
Vanguard Value ETF
VTV
+$5.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.08M

Top Sells

1
+$12.6M
2
+$5.75M
3
+$4.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.82M
5
TSLA icon
Tesla
TSLA
+$3.61M

Sector Composition

1 Industrials 8%
2 Technology 5.83%
3 Consumer Discretionary 3.85%
4 Communication Services 3.67%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.16%
13,736
-1,288
52
$2.48M 0.15%
14,210
-777
53
$2.29M 0.14%
57,703
+1,135
54
$2.19M 0.14%
4,344
-61
55
$1.94M 0.12%
11,733
+543
56
$1.87M 0.12%
23,639
57
$1.8M 0.11%
29,916
+227
58
$1.8M 0.11%
3,759
+18
59
$1.79M 0.11%
+89,379
60
$1.79M 0.11%
72,929
+154
61
$1.78M 0.11%
15,495
+2,096
62
$1.77M 0.11%
11,979
+2,173
63
$1.73M 0.11%
10,474
+242
64
$1.67M 0.1%
5,517
-49
65
$1.67M 0.1%
8,224
66
$1.57M 0.1%
26,480
+14,663
67
$1.54M 0.1%
5,863
-139
68
$1.52M 0.09%
7,667
-18,251
69
$1.5M 0.09%
4,367
+306
70
$1.49M 0.09%
7,909
-1
71
$1.45M 0.09%
11,725
-1
72
$1.44M 0.09%
10,177
+47
73
$1.38M 0.09%
115,335
+4,142
74
$1.33M 0.08%
41,782
-345
75
$1.32M 0.08%
12,726
+1,134
1 2
3
4 5