AI

Accredited Investors Portfolio holdings

AUM $1.86B
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.29M
3
+$5.57M
4
AAPL icon
Apple
AAPL
+$3.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.87M

Top Sells

1
+$25.2M
2
+$16.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.8M

Sector Composition

1 Technology 7.45%
2 Financials 6.8%
3 Industrials 5.4%
4 Communication Services 3.94%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$475K 0.03%
2,424
152
$474K 0.03%
1,060
+21
153
$455K 0.03%
7,492
154
$453K 0.03%
2,851
+453
155
$440K 0.02%
2,649
156
$440K 0.02%
7,698
+121
157
$436K 0.02%
9,757
+134
158
$435K 0.02%
23,000
159
$433K 0.02%
12,909
-322
160
$413K 0.02%
3,049
+2
161
$411K 0.02%
2,000
-65
162
$410K 0.02%
20,719
163
$407K 0.02%
3,106
+250
164
$406K 0.02%
5,581
+1,000
165
$406K 0.02%
1,943
+175
166
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20,000
167
$404K 0.02%
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168
$401K 0.02%
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169
$394K 0.02%
3,070
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170
$392K 0.02%
4,395
171
$391K 0.02%
15,000
172
$387K 0.02%
2,679
+265
173
$384K 0.02%
4,214
174
$384K 0.02%
+2,375
175
$381K 0.02%
1,943
5 6
7
8 9