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
$338M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$17M
3
+$2.58M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$954K

Top Sells

1
+$15.2M
2
+$13.2M
3
+$4.16M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.11M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.06M

Sector Composition

1 Industrials 7.27%
2 Consumer Staples 3.03%
3 Technology 2%
4 Materials 1.25%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,476
77
– –
-10,000
78
– –
-1,839
79
– –
-7,808
1 2 3
4