AI

Accredited Investors Portfolio holdings

AUM $1.86B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.29M
3
+$5.57M
4
AAPL icon
Apple
AAPL
+$3.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.87M

Top Sells

1
+$25.2M
2
+$16.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.8M

Sector Composition

1 Technology 7.45%
2 Financials 6.8%
3 Industrials 5.4%
4 Communication Services 3.94%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.09%
31,857
-2,076
77
$1.5M 0.08%
4,194
-28
78
$1.46M 0.08%
45,707
+1
79
$1.46M 0.08%
2,443
+877
80
$1.45M 0.08%
11,748
+384
81
$1.45M 0.08%
7,806
-684
82
$1.43M 0.08%
17,053
-609
83
$1.39M 0.08%
13,466
-10,984
84
$1.37M 0.08%
3,907
+1,045
85
$1.34M 0.07%
27,115
-2,000
86
$1.34M 0.07%
4,444
-2,104
87
$1.3M 0.07%
9,268
-253
88
$1.3M 0.07%
25,193
+208
89
$1.28M 0.07%
5,209
-312
90
$1.25M 0.07%
4,124
+10
91
$1.21M 0.07%
3,666
+1,006
92
$1.18M 0.07%
9,939
93
$1.17M 0.07%
5,440
+287
94
$1.16M 0.06%
8,175
-420
95
$1.13M 0.06%
+22,534
96
$1.07M 0.06%
13,162
-443
97
$1.05M 0.06%
+24,500
98
$1.05M 0.06%
8,720
+210
99
$1.01M 0.06%
15,199
+551
100
$983K 0.05%
7,340
+5,160
2 3
4
5 6