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
$387M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$4.27M
3 +$3.97M
4
GIS icon
General Mills
GIS
+$2.88M
5
AAPL icon
Apple
AAPL
+$2.02M

Top Sells

1 +$7.27M
2 +$1.79M
3 +$1.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$788K

Sector Composition

1 Industrials 4.82%
2 Technology 3.55%
3 Financials 3.45%
4 Consumer Staples 3.19%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,017
127
-3,387
128
-4,344
129
-3,125
130
-6,953
131
-978