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
$381M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$2.5M
3
+$1.41M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$387K
5
UNH icon
UnitedHealth
UNH
+$269K

Top Sells

1
+$9.2M
2
+$7.34M
3
+$2.23M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.22M
5
IAU icon
iShares Gold Trust
IAU
+$1.11M

Sector Composition

1 Industrials 4.64%
2 Consumer Staples 2.74%
3 Technology 1.75%
4 Healthcare 0.9%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55K 0.01%
+13,600
77
$29K 0.01%
16,500
+2,500
78
– –
-1,352
79
– –
-2,055
80
– –
-19,486
1 2 3
4