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

Top Buys

1
+$22.8M
2
+$16.5M
3
+$2.52M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$934K

Top Sells

1
+$14.1M
2
+$13.6M
3
+$4.35M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.13M

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