AI

Accredited Investors Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.82M
3
+$4.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.57M
5
ONB icon
Old National Bancorp
ONB
+$1.96M

Top Sells

1
+$37M
2
+$35.4M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M

Sector Composition

1 Financials 6.94%
2 Technology 6.42%
3 Industrials 6.37%
4 Communication Services 3.95%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.02%
9,623
-13
152
$405K 0.02%
2,969
+115
153
$404K 0.02%
+20,000
154
$400K 0.02%
2,742
-51
155
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3,047
+14
156
$393K 0.02%
+20,719
157
$389K 0.02%
29,115
158
$388K 0.02%
10,624
-14,850
159
$384K 0.02%
2,649
160
$382K 0.02%
4,377
161
$381K 0.02%
2,856
-255
162
$374K 0.02%
20,000
+10,000
163
$372K 0.02%
918
-7
164
$371K 0.02%
953
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165
$368K 0.02%
1,053
166
$365K 0.02%
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167
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168
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169
$355K 0.02%
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-2,088
170
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1,296
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171
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5,093
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172
$353K 0.02%
46,429
173
$352K 0.02%
4,395
-535
174
$351K 0.02%
3,854
-228
175
$350K 0.02%
12,093
+760
5 6
7
8 9