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
$1.6B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$32.2M
3
+$10.5M
4
VTV icon
Vanguard Value ETF
VTV
+$5.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.08M

Top Sells

1
+$12.6M
2
+$5.75M
3
+$4.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.82M
5
TSLA icon
Tesla
TSLA
+$3.61M

Sector Composition

1 Industrials 8%
2 Technology 5.83%
3 Consumer Discretionary 3.85%
4 Communication Services 3.67%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$470K 0.03%
23,000
127
$459K 0.03%
+69,000
128
$455K 0.03%
6,264
-325
129
$454K 0.03%
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-53
130
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+1
131
$438K 0.03%
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132
$427K 0.03%
6,460
133
$426K 0.03%
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134
$425K 0.03%
2,134
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135
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13,925
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136
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2,543
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137
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8,961
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138
$404K 0.03%
+7,644
139
$394K 0.02%
1,657
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140
$376K 0.02%
3,409
+117
141
$370K 0.02%
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142
$370K 0.02%
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2,300
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144
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4,217
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145
$368K 0.02%
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146
$365K 0.02%
2,423
147
$358K 0.02%
6,700
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148
$348K 0.02%
2,183
149
$343K 0.02%
1,973
+106
150
$337K 0.02%
4,820
-61
4 5
6
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