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
$1.86B
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$9.52M
2 +$6.41M
3 +$5.15M
4
CHRW icon
C.H. Robinson
CHRW
+$4.67M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.06M

Top Sells

1 +$24.4M
2 +$3.44M
3 +$2.94M
4
AAPL icon
Apple
AAPL
+$2.58M
5
SEZL icon
Sezzle
SEZL
+$1.8M

Sector Composition

1 Financials 9.96%
2 Industrials 6.47%
3 Technology 5.99%
4 Consumer Discretionary 2.96%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
H icon
176
Hyatt Hotels
H
$15.4B
$407K 0.02%
2,829
-4,317
CL icon
177
Colgate-Palmolive
CL
$70B
$396K 0.02%
4,651
-7,302
PLTR icon
178
Palantir
PLTR
$345B
$396K 0.02%
2,705
-849
GLD icon
179
SPDR Gold Trust
GLD
$155B
$395K 0.02%
919
-47
OTTR icon
180
Otter Tail
OTTR
$3.81B
$387K 0.02%
4,407
+28
ONEQ icon
181
Fidelity Nasdaq Composite Index ETF
ONEQ
$10B
$386K 0.02%
4,550
+130
EMR icon
182
Emerson Electric
EMR
$77.2B
$385K 0.02%
2,938
+82
BKLC icon
183
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.46B
$383K 0.02%
3,070
ARCC icon
184
Ares Capital
ARCC
$13.8B
$378K 0.02%
20,978
+10,023
DCI icon
185
Donaldson
DCI
$9.99B
$368K 0.02%
4,331
-148
OKE icon
186
Oneok
OKE
$56.9B
$364K 0.02%
4,030
-169
CLF icon
187
Cleveland-Cliffs
CLF
$6B
$363K 0.02%
42,924
BABA icon
188
Alibaba
BABA
$315B
$359K 0.02%
2,858
+80
XLF icon
189
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$358K 0.02%
7,249
+545
VXF icon
190
Vanguard Extended Market ETF
VXF
$28.4B
$356K 0.02%
1,730
BXSL icon
191
Blackstone Secured Lending
BXSL
$5.79B
$355K 0.02%
15,000
GS icon
192
Goldman Sachs
GS
$272B
$353K 0.02%
417
-226
SOXX icon
193
iShares Semiconductor ETF
SOXX
$29.9B
$352K 0.02%
1,072
+52
SEDG icon
194
SolarEdge
SEDG
$2.61B
$349K 0.02%
6,840
-105
WAT icon
195
Waters Corp
WAT
$30.1B
$349K 0.02%
1,171
+118
FDUS icon
196
Fidus Investment
FDUS
$729M
$348K 0.02%
20,000
IYG icon
197
iShares US Financial Services ETF
IYG
$2.01B
$346K 0.02%
+4,182
EXPE icon
198
Expedia Group
EXPE
$30.2B
$346K 0.02%
1,497
T icon
199
AT&T
T
$181B
$345K 0.02%
11,901
+400
WDC icon
200
Western Digital
WDC
$146B
$344K 0.02%
1,273
-200