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
$597M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16M
3
+$2.77M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$2.24M
5
TSLA icon
Tesla
TSLA
+$1.53M

Top Sells

1
+$2.75M
2
+$1.92M
3
+$1.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$692K

Sector Composition

1 Technology 8.69%
2 Industrials 7.02%
3 Healthcare 2.89%
4 Consumer Staples 2.59%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$104K 0.02%
5,000
152
$60K 0.01%
+300,548
153
$57K 0.01%
+4,130
154
$46K 0.01%
+37,000
155
$28K ﹤0.01%
+10,200
156
$26K ﹤0.01%
+14,800
157
– –
-839
158
– –
-1,667
159
– –
-12,512
160
– –
-1,873
161
– –
-168,200
3 4 5 6
7