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
$497M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$2.59M
3
+$1.27M
4
BK icon
Bank of New York Mellon
BK
+$822K
5
ABT icon
Abbott
ABT
+$572K

Top Sells

1
+$11.9M
2
+$4.36M
3
+$2.57M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.28M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.95M

Sector Composition

1 Technology 5.31%
2 Industrials 4.09%
3 Consumer Staples 2.91%
4 Financials 2.86%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.07%
1,695
+225
102
$333K 0.07%
4,154
+19
103
$318K 0.06%
10,916
+2,098
104
$317K 0.06%
1,159
105
$312K 0.06%
3,173
+28
106
$302K 0.06%
5,589
+55
107
$288K 0.06%
15,420
+2,310
108
$276K 0.06%
1,064
+83
109
$274K 0.06%
+7,690
110
$274K 0.06%
9,204
+772
111
$266K 0.05%
+887
112
$266K 0.05%
3,728
+22
113
$265K 0.05%
5,297
114
$257K 0.05%
5,703
+429
115
$254K 0.05%
7,827
+750
116
$247K 0.05%
4,500
117
$244K 0.05%
1,182
118
$240K 0.05%
+953
119
$237K 0.05%
6,957
+432
120
$237K 0.05%
+1,344
121
$226K 0.05%
+5,644
122
$225K 0.05%
+5,282
123
$223K 0.04%
+1,193
124
$222K 0.04%
+2,739
125
$221K 0.04%
14,400
2 3 4
5
6