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
$362M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$1.67M
3 +$1.56M
4
BP icon
BP
BP
+$1.45M
5
IBM icon
IBM
IBM
+$1.2M

Top Sells

1 +$43.9M
2 +$3.71M
3 +$3.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.56M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.19M

Sector Composition

1 Industrials 5.71%
2 Technology 3.7%
3 Consumer Staples 2.92%
4 Energy 2.22%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,806
127
-5,285