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
$425M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.06M
3
+$5.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.92M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.43M

Top Sells

1
+$13.8M
2
+$7.94M
3
+$7.26M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$7.02M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.3M

Sector Composition

1 Technology 6.76%
2 Industrials 3.95%
3 Consumer Staples 3.17%
4 Healthcare 2.97%
5 Financials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.01%
3,627
+28
127
$47K 0.01%
3,000
128
$6K ﹤0.01%
2,650
129
– –
-2,746
130
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-17,503
131
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-12,740
132
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-3,490
133
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-1,727
134
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-974
135
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-9,520
136
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137
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138
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-4,906
139
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-3,812
140
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-3,959
141
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142
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-3,788
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144
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145
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0
146
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147
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148
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149
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-4,616
150
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-4,432
3 4 5
6
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