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
$1.11B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$18M
3
+$17.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.5M
5
TSLA icon
Tesla
TSLA
+$12.3M

Top Sells

1
+$10.4M
2
+$3.23M
3
+$2.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$982K

Sector Composition

1 Communication Services 7.06%
2 Technology 6.16%
3 Industrials 4.58%
4 Consumer Discretionary 2.92%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$425K 0.04%
1,875
+55
127
$423K 0.04%
2,679
128
$408K 0.04%
12,854
+2,086
129
$400K 0.04%
20,491
130
$387K 0.03%
7,806
+978
131
$383K 0.03%
9,991
-400
132
$379K 0.03%
1,710
-58
133
$378K 0.03%
856
+43
134
$355K 0.03%
+2,016
135
$353K 0.03%
4,171
+1,525
136
$351K 0.03%
3,543
+32
137
$329K 0.03%
2,030
-19,907
138
$328K 0.03%
8,750
+4,790
139
$327K 0.03%
1,053
-10
140
$324K 0.03%
2,122
+300
141
$318K 0.03%
3,999
+1,411
142
$313K 0.03%
1,295
-10
143
$313K 0.03%
1,098
-93
144
$310K 0.03%
1,758
+6
145
$307K 0.03%
1,016
+32
146
$306K 0.03%
4,422
+42
147
$303K 0.03%
8,052
+52
148
$293K 0.03%
1,982
+25
149
$291K 0.03%
1,157
+424
150
$285K 0.03%
39,261
4 5
6
7 8