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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
$477M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.01M
3
+$586K
4
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$554K
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$323K

Top Sells

1
+$25.7M
2
+$11.3M
3
+$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.33M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Sector Composition

1 Technology 9.15%
2 Industrials 4.92%
3 Consumer Staples 3.13%
4 Healthcare 3.07%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.04%
+839
127
$209K 0.04%
+4,517
128
$208K 0.04%
+1,063
129
$205K 0.04%
8,512
-1,000
130
$198K 0.04%
12,512
+348
131
$169K 0.04%
29,115
132
$124K 0.03%
168,200
133
$89K 0.02%
16,397
+420
134
$86K 0.02%
5,000
135
$85K 0.02%
4,171
+533
136
$64K 0.01%
+1,873
137
$14K ﹤0.01%
+1,667
138
– –
-11,144
139
– –
-2,586
140
– –
-10,000
141
– –
-3,545
142
– –
-1,035
143
– –
-1,050
2 3 4 5
6