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
$1.69B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.82M
3
+$4.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.57M
5
ONB icon
Old National Bancorp
ONB
+$1.96M

Top Sells

1
+$37M
2
+$35.4M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M

Sector Composition

1 Financials 6.94%
2 Technology 6.42%
3 Industrials 6.37%
4 Communication Services 3.95%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.18%
43,601
+13,795
52
$3M 0.18%
3,851
+561
53
$2.95M 0.17%
9,461
+396
54
$2.95M 0.17%
29,707
-1,555
55
$2.9M 0.17%
64,107
+6
56
$2.83M 0.17%
14,547
-300
57
$2.71M 0.16%
3,676
-223
58
$2.5M 0.15%
14,207
-590
59
$2.44M 0.14%
6,871
+835
60
$2.4M 0.14%
2,423
-251
61
$2.39M 0.14%
24,450
+10,084
62
$2.32M 0.14%
8,662
63
$2.3M 0.14%
26,782
+1,875
64
$2.23M 0.13%
16,519
-368
65
$2.23M 0.13%
10,195
-511
66
$2.19M 0.13%
3,970
-577
67
$2.07M 0.12%
15,209
+1,014
68
$1.92M 0.11%
6,050
-406
69
$1.81M 0.11%
16,808
-841
70
$1.75M 0.1%
11,012
+306
71
$1.75M 0.1%
4,761
+277
72
$1.7M 0.1%
38,982
+5,709
73
$1.69M 0.1%
6,548
-625
74
$1.65M 0.1%
5,521
-19
75
$1.6M 0.09%
42,965
1 2
3
4 5