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
$405M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.65M
3
+$2.06M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.56M
5
CDK
CDK Global, Inc.
CDK
+$821K

Top Sells

1
+$7.81M
2
+$7.41M
3
+$3.38M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M

Sector Composition

1 Technology 6.01%
2 Industrials 5.02%
3 Financials 3.27%
4 Consumer Staples 2.99%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K ﹤0.01%
13,750
127
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-1,200
128
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-1,813
129
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-9,165
130
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-2,060
131
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-4,452
132
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-10,000
133
– –
-19,222
134
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-518
135
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-7,696
136
– –
-3,081
137
– –
-3,000
138
– –
-3,299
139
– –
-2,679
2 3 4 5
6