AI

Accredited Investors Portfolio holdings

AUM $1.86B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.29M
3
+$5.57M
4
AAPL icon
Apple
AAPL
+$3.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.87M

Top Sells

1
+$25.2M
2
+$16.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.8M

Sector Composition

1 Technology 7.45%
2 Financials 6.8%
3 Industrials 5.4%
4 Communication Services 3.94%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.19%
12,032
+1,837
52
$3.31M 0.18%
26,269
-1,580
53
$3.2M 0.18%
43,608
+7
54
$2.95M 0.16%
14,486
-61
55
$2.92M 0.16%
29,144
-563
56
$2.91M 0.16%
3,810
-41
57
$2.9M 0.16%
59,969
-4,138
58
$2.88M 0.16%
3,925
+249
59
$2.7M 0.15%
6,080
+30
60
$2.33M 0.13%
16,026
-493
61
$2.33M 0.13%
3,883
-87
62
$2.32M 0.13%
6,789
-82
63
$2.32M 0.13%
8,300
-362
64
$2.31M 0.13%
2,490
+67
65
$2.17M 0.12%
25,514
-1,268
66
$2.09M 0.12%
9,006
+1,018
67
$2.04M 0.11%
18,134
+1,326
68
$1.97M 0.11%
4,858
+97
69
$1.93M 0.11%
14,383
-826
70
$1.72M 0.1%
39,187
+205
71
$1.71M 0.1%
42,640
-325
72
$1.71M 0.1%
21,146
-130
73
$1.7M 0.09%
11,046
+34
74
$1.65M 0.09%
4,968
+1
75
$1.6M 0.09%
115,335
1 2
3
4 5