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
$1.11B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$18M
3
+$17.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.5M
5
TSLA icon
Tesla
TSLA
+$12.3M

Top Sells

1
+$10.4M
2
+$3.23M
3
+$2.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$982K

Sector Composition

1 Communication Services 7.06%
2 Technology 6.16%
3 Industrials 4.58%
4 Consumer Discretionary 2.92%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$951K 0.09%
6,840
-1,280
77
$950K 0.09%
19,175
+2,841
78
$948K 0.09%
5,850
+186
79
$944K 0.09%
11,506
+82
80
$936K 0.08%
16,250
-826
81
$902K 0.08%
18,610
-2,494
82
$897K 0.08%
15,741
-3
83
$893K 0.08%
18,345
84
$892K 0.08%
8,834
-1,665
85
$858K 0.08%
45,872
+23,552
86
$843K 0.08%
2,945
+8
87
$832K 0.07%
3,743
+90
88
$831K 0.07%
+3,014
89
$826K 0.07%
5,074
+22
90
$802K 0.07%
13,417
+7,187
91
$758K 0.07%
4,608
+6
92
$736K 0.07%
2,877
-609
93
$677K 0.06%
13,132
+12
94
$669K 0.06%
4,295
95
$642K 0.06%
10,363
+624
96
$641K 0.06%
5,008
+16
97
$639K 0.06%
7,664
98
$622K 0.06%
11,157
+59
99
$618K 0.06%
1,258
+2
100
$604K 0.05%
7,312
-620
2 3
4
5 6