AI

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
$1.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.29M
3
+$5.57M
4
AAPL icon
Apple
AAPL
+$3.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.87M

Top Sells

1
+$25.2M
2
+$16.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.8M

Sector Composition

1 Technology 7.45%
2 Financials 6.8%
3 Industrials 5.4%
4 Communication Services 3.94%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$654K 0.04%
7,376
-59
127
$649K 0.04%
3,168
+420
128
$648K 0.04%
9,466
+920
129
$643K 0.04%
2,280
+117
130
$637K 0.04%
+19,278
131
$626K 0.03%
2,240
+103
132
$610K 0.03%
8,360
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133
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2,913
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134
$604K 0.03%
6,586
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135
$591K 0.03%
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136
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137
$571K 0.03%
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138
$568K 0.03%
8,593
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139
$563K 0.03%
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+116
140
$560K 0.03%
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141
$560K 0.03%
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142
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144
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6,830
145
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146
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42,929
-3,500
147
$499K 0.03%
2,980
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148
$498K 0.03%
2,786
-24
149
$488K 0.03%
11,364
+214
150
$487K 0.03%
19,111
-1,334
4 5
6
7 8