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
$1.11B
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$18M
3
+$17.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.5M
5
TSLA icon
Tesla
TSLA
+$12.3M

Top Sells

1
+$10.4M
2
+$3.23M
3
+$2.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$982K

Sector Composition

1 Communication Services 7.06%
2 Technology 6.16%
3 Industrials 4.58%
4 Consumer Discretionary 2.92%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.03%
2,695
+50
152
$272K 0.02%
29,115
153
$261K 0.02%
2,410
+449
154
$260K 0.02%
1,356
+159
155
$255K 0.02%
+3,301
156
$255K 0.02%
1,653
+296
157
$254K 0.02%
4,070
+26
158
$240K 0.02%
735
+115
159
$234K 0.02%
+943
160
$233K 0.02%
2,129
+244
161
$233K 0.02%
+1,046
162
$231K 0.02%
3,476
163
$229K 0.02%
858
+5
164
$228K 0.02%
2,535
-4
165
$226K 0.02%
4,829
+91
166
$222K 0.02%
468
+31
167
$220K 0.02%
3,526
+25
168
$218K 0.02%
9,520
169
$216K 0.02%
2,032
170
$216K 0.02%
+894
171
$212K 0.02%
917
+111
172
$206K 0.02%
+4,429
173
$205K 0.02%
7,366
+12
174
$203K 0.02%
+1,499
175
$201K 0.02%
+2,010
4 5 6
7
8