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
$1.69B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.82M
3
+$4.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.57M
5
ONB icon
Old National Bancorp
ONB
+$1.96M

Top Sells

1
+$37M
2
+$35.4M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M

Sector Composition

1 Financials 6.94%
2 Technology 6.42%
3 Industrials 6.37%
4 Communication Services 3.95%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.09%
4,967
+626
77
$1.51M 0.09%
4,222
78
$1.48M 0.09%
7,988
-70
79
$1.45M 0.09%
21,276
+309
80
$1.43M 0.08%
33,933
+159
81
$1.42M 0.08%
17,662
+3,055
82
$1.34M 0.08%
45,706
+1
83
$1.3M 0.08%
8,490
-24
84
$1.26M 0.07%
9,521
+163
85
$1.2M 0.07%
4,114
+127
86
$1.18M 0.07%
24,985
+1,066
87
$1.17M 0.07%
115,335
88
$1.14M 0.07%
8,595
+35
89
$1.14M 0.07%
8,510
-20
90
$1.12M 0.07%
11,364
+2,473
91
$1.1M 0.07%
4,099
+1,465
92
$1.08M 0.06%
7,909
-12
93
$1.05M 0.06%
5,153
-249
94
$1.05M 0.06%
3,576
+7
95
$1.05M 0.06%
13,605
-4
96
$1.05M 0.06%
9,939
-982
97
$1.04M 0.06%
14,648
+433
98
$1M 0.06%
11,481
-482
99
$985K 0.06%
1,861
-14
100
$984K 0.06%
7,938
+472
2 3
4
5 6