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
201
$277K 0.02%
628
202
$271K 0.02%
1,295
-211
203
$271K 0.02%
5,486
+979
204
$268K 0.02%
2,167
205
$267K 0.02%
1,043
206
$260K 0.02%
8,735
+4
207
$259K 0.02%
5,284
208
$259K 0.02%
893
209
$258K 0.02%
1,167
+58
210
$258K 0.02%
10,550
+7
211
$256K 0.02%
1,917
212
$254K 0.02%
3,545
+1
213
$252K 0.01%
2,504
+1
214
$249K 0.01%
3,346
215
$244K 0.01%
3,281
-1,011
216
$243K 0.01%
850
-15
217
$242K 0.01%
4,000
+277
218
$241K 0.01%
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219
$241K 0.01%
10,955
220
$237K 0.01%
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221
$236K 0.01%
1,834
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222
$236K 0.01%
3,524
223
$230K 0.01%
+1,946
224
$225K 0.01%
44,737
-10,000
225
$222K 0.01%
+436
7 8
9
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