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
$1.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$7.29M
3
+$5.57M
4
AAPL icon
Apple
AAPL
+$3.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.87M

Top Sells

1
+$25.2M
2
+$16.1M
3
+$11.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.8M

Sector Composition

1 Technology 7.45%
2 Financials 6.8%
3 Industrials 5.4%
4 Communication Services 3.94%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$366K 0.02%
1,133
+180
177
$363K 0.02%
15,581
+856
178
$361K 0.02%
6,704
+325
179
$357K 0.02%
4,351
+27
180
$354K 0.02%
4,326
-767
181
$349K 0.02%
2,708
-1,030
182
$346K 0.02%
3,606
-248
183
$343K 0.02%
1,683
+297
184
$341K 0.02%
4,518
+413
185
$341K 0.02%
746
-413
186
$338K 0.02%
6,237
+751
187
$330K 0.02%
+1,575
188
$328K 0.02%
11,628
-465
189
$328K 0.02%
5,891
-1,107
190
$320K 0.02%
1,497
-665
191
$319K 0.02%
400
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192
$317K 0.02%
2,871
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193
$316K 0.02%
1,053
194
$313K 0.02%
1,043
195
$310K 0.02%
+2,124
196
$310K 0.02%
+1,750
197
$306K 0.02%
8,815
-1,809
198
$304K 0.02%
3,346
199
$303K 0.02%
+3,965
200
$301K 0.02%
1,271
-25
6 7
8
9 10