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
$1.6B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$32.2M
3
+$10.5M
4
VTV icon
Vanguard Value ETF
VTV
+$5.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.08M

Top Sells

1
+$12.6M
2
+$5.75M
3
+$4.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.82M
5
TSLA icon
Tesla
TSLA
+$3.61M

Sector Composition

1 Industrials 8%
2 Technology 5.83%
3 Consumer Discretionary 3.85%
4 Communication Services 3.67%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.02%
+1,922
152
$330K 0.02%
5,504
-1,000
153
$327K 0.02%
+8,330
154
$319K 0.02%
5,600
155
$316K 0.02%
7,213
-380
156
$312K 0.02%
4,360
-896
157
$311K 0.02%
1,245
+45
158
$307K 0.02%
2,781
-1,109
159
$305K 0.02%
1,053
160
$305K 0.02%
2,204
+5
161
$303K 0.02%
687
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162
$299K 0.02%
6,308
163
$299K 0.02%
2,978
+4
164
$290K 0.02%
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165
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166
$290K 0.02%
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167
$287K 0.02%
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169
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170
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171
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172
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3,130
173
$271K 0.02%
+487
174
$270K 0.02%
4,652
-48
175
$270K 0.02%
5,379
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7
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