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Accredited Investors Portfolio holdings

AUM $1.86B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
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
+$14.8M
2
+$10.3M
3
+$6.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.65M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.34M

Top Sells

1
+$16.4M
2
+$9.64M
3
+$9.05M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.07M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.9M

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
– –
-3,192
130
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0
131
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-9,520
132
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-3,238
133
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-1,531
134
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-4,906
135
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-3,812
136
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-2,746
137
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-17,503
138
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-12,740
139
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-3,490
140
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-3,959
141
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-1,727
142
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-1,150
143
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-3,788
144
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145
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146
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-2,572
147
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148
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149
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-4,432
150
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-953
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