AI

Accredited Investors Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.82M
3
+$4.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.57M
5
ONB icon
Old National Bancorp
ONB
+$1.96M

Top Sells

1
+$37M
2
+$35.4M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M

Sector Composition

1 Financials 6.94%
2 Technology 6.42%
3 Industrials 6.37%
4 Communication Services 3.95%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$622K 0.04%
40,756
+22,178
127
$604K 0.04%
2,163
-1
128
$593K 0.04%
7,435
-500
129
$593K 0.04%
8,546
-464
130
$588K 0.03%
100,000
131
$565K 0.03%
1,039
132
$535K 0.03%
6,410
-451
133
$511K 0.03%
4,638
134
$503K 0.03%
2,748
+1
135
$496K 0.03%
6,830
-89
136
$496K 0.03%
20,445
+747
137
$490K 0.03%
8,361
-349
138
$487K 0.03%
+1,159
139
$484K 0.03%
2,137
-11
140
$481K 0.03%
2,017
+1
141
$461K 0.03%
+15,000
142
$460K 0.03%
2,065
-42
143
$454K 0.03%
31,628
+15,000
144
$449K 0.03%
5,646
145
$446K 0.03%
11,150
146
$436K 0.03%
+1,221
147
$433K 0.03%
7,492
-903
148
$431K 0.03%
7,577
-314
149
$420K 0.02%
23,000
150
$420K 0.02%
2,424
4 5
6
7 8