AI

Accredited Investors Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$582K
3 +$558K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$390K
5
EMR icon
Emerson Electric
EMR
+$364K

Top Sells

1 +$4.46M
2 +$1.79M
3 +$1.78M
4
VZ icon
Verizon
VZ
+$1.54M
5
GE icon
GE Aerospace
GE
+$1.44M

Sector Composition

1 Industrials 5.4%
2 Technology 3.43%
3 Consumer Staples 3.23%
4 Healthcare 2.34%
5 Financials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,236