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
$364M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.68M
3 +$2.18M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$2.06M
5
GIS icon
General Mills
GIS
+$877K

Top Sells

1 +$14.6M
2 +$5.87M
3 +$1.27M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Sector Composition

1 Industrials 5.42%
2 Consumer Staples 3.46%
3 Healthcare 1.95%
4 Technology 1.75%
5 Financials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,223