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
$589M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$4.29M
3 +$2.71M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.69M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.14M

Top Sells

1 +$1.15M
2 +$933K
3 +$850K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$658K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$488K

Sector Composition

1 Technology 5.75%
2 Industrials 3.8%
3 Financials 2.83%
4 Healthcare 2.65%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,500