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
101
$935K 0.05%
1,644
+59
102
$924K 0.05%
8,074
+136
103
$923K 0.05%
6,210
-145
104
$919K 0.05%
9,648
-1,833
105
$880K 0.05%
3,213
-886
106
$874K 0.05%
5,629
+448
107
$857K 0.05%
1,797
+80
108
$852K 0.05%
8,177
+268
109
$851K 0.05%
3,571
-228
110
$835K 0.05%
2,608
111
$827K 0.05%
9,858
+19
112
$805K 0.04%
5,710
113
$790K 0.04%
4,869
+326
114
$786K 0.04%
8,761
+563
115
$779K 0.04%
10,728
116
$754K 0.04%
3,068
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117
$746K 0.04%
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118
$738K 0.04%
2,617
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119
$721K 0.04%
9,018
120
$711K 0.04%
1,157
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121
$710K 0.04%
7,432
+205
122
$697K 0.04%
4,975
-415
123
$678K 0.04%
50,898
+10,142
124
$666K 0.04%
14,763
+3
125
$662K 0.04%
8,150
3 4
5
6 7