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
$862M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$9.09M
3
+$5.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.91M
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$4.13M

Top Sells

1
+$5.04M
2
+$3.92M
3
+$2.99M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M

Sector Composition

1 Technology 6.56%
2 Communication Services 6.52%
3 Industrials 4.37%
4 Financials 2.81%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,551
177
– –
-2,412
178
– –
-1,563
179
– –
-18,312
4 5 6 7
8