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
$1.75B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.47M
3
+$3.8M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$3.54M
5
VTV icon
Vanguard Value ETF
VTV
+$2.03M

Top Sells

1
+$3.51M
2
+$2.63M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$982K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$867K

Sector Composition

1 Industrials 7.64%
2 Technology 5.91%
3 Communication Services 3.66%
4 Consumer Discretionary 3.54%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$300K 0.02%
2,828
+1
177
$294K 0.02%
5,791
-517
178
$294K 0.02%
2,066
-138
179
$292K 0.02%
2,649
180
$291K 0.02%
5,236
-125
181
$288K 0.02%
3,135
+5
182
$287K 0.02%
3,890
+6
183
$278K 0.02%
+1,000
184
$275K 0.02%
2,147
185
$270K 0.02%
5,284
-95
186
$270K 0.02%
2,589
+6
187
$267K 0.02%
2,502
188
$259K 0.01%
+990
189
$259K 0.01%
+501
190
$256K 0.01%
+5,100
191
$255K 0.01%
492
+5
192
$254K 0.01%
5,315
-1,898
193
$252K 0.01%
3,504
-2,000
194
$252K 0.01%
1,012
195
$251K 0.01%
473
196
$248K 0.01%
5,941
+15
197
$247K 0.01%
11,230
+7
198
$242K 0.01%
1,593
199
$242K 0.01%
16,628
200
$241K 0.01%
+8,722
6 7
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