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
101
$577K 0.05%
4,380
-2
102
$575K 0.05%
3,075
+15
103
$566K 0.05%
3,001
-5
104
$562K 0.05%
17,639
+285
105
$555K 0.05%
7,270
+1,268
106
$555K 0.05%
4,798
+590
107
$546K 0.05%
7,860
108
$523K 0.05%
10,546
+4,759
109
$508K 0.05%
5,409
+81
110
$504K 0.05%
3,875
-4
111
$504K 0.05%
853
-59
112
$491K 0.04%
4,105
+2
113
$487K 0.04%
27,264
-1,695
114
$481K 0.04%
2,021
115
$480K 0.04%
2,154
+274
116
$474K 0.04%
2,871
+8
117
$469K 0.04%
+4,297
118
$459K 0.04%
3,089
+13
119
$453K 0.04%
1,747
+4
120
$450K 0.04%
8,836
-1,305
121
$448K 0.04%
8,568
-335
122
$442K 0.04%
9,577
+6
123
$438K 0.04%
1,300
-37
124
$438K 0.04%
2,252
+84
125
$435K 0.04%
11,825
3 4
5
6 7