AI

Accredited Investors Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.82M
3
+$4.66M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.57M
5
ONB icon
Old National Bancorp
ONB
+$1.96M

Top Sells

1
+$37M
2
+$35.4M
3
+$10.4M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.04M

Sector Composition

1 Financials 6.94%
2 Technology 6.42%
3 Industrials 6.37%
4 Communication Services 3.95%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$348K 0.02%
4,214
177
$347K 0.02%
2,832
+36
178
$346K 0.02%
11,750
179
$345K 0.02%
1,768
-348
180
$338K 0.02%
2,398
+4
181
$336K 0.02%
+3,660
182
$334K 0.02%
6,379
-265
183
$333K 0.02%
4,324
+14
184
$333K 0.02%
598
-12
185
$325K 0.02%
14,725
-3,046
186
$319K 0.02%
2,810
-72
187
$317K 0.02%
955
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188
$311K 0.02%
2,812
189
$304K 0.02%
3,335
-500
190
$303K 0.02%
568
191
$298K 0.02%
+2,414
192
$296K 0.02%
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193
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194
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195
$285K 0.02%
403
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196
$285K 0.02%
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197
$284K 0.02%
1,386
-305
198
$283K 0.02%
5,236
199
$279K 0.02%
982
200
$277K 0.02%
+3,787
6 7
8
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