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
176
$265K 0.02%
21,145
+224
177
$263K 0.02%
2,649
178
$260K 0.02%
1,236
-67
179
$260K 0.02%
+13,556
180
$257K 0.02%
+2,410
181
$255K 0.02%
16,628
+121
182
$255K 0.02%
2,147
183
$252K 0.02%
+3,098
184
$251K 0.02%
2,583
-172
185
$250K 0.02%
3,701
+32
186
$242K 0.02%
3,121
-237
187
$242K 0.02%
+1,657
188
$241K 0.02%
2,502
-1,253
189
$239K 0.01%
797
-67
190
$239K 0.01%
+929
191
$237K 0.01%
+2,967
192
$234K 0.01%
+1,378
193
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194
$232K 0.01%
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195
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988
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196
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967
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197
$225K 0.01%
10,515
198
$224K 0.01%
10,755
-14,042
199
$224K 0.01%
2,441
-8,309
200
$221K 0.01%
1,824
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