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
201
$295K 0.02%
+2,568
202
$295K 0.02%
4,377
203
$293K 0.02%
+880
204
$292K 0.02%
+2,788
205
$291K 0.02%
628
206
$289K 0.02%
982
207
$281K 0.02%
8,740
+5
208
$281K 0.02%
+1,117
209
$280K 0.02%
992
+99
210
$280K 0.02%
598
211
$279K 0.02%
568
212
$278K 0.02%
10,557
+7
213
$277K 0.02%
3,546
+1
214
$277K 0.02%
11,750
215
$275K 0.02%
560
+124
216
$270K 0.02%
1,053
+66
217
$269K 0.02%
44,737
218
$268K 0.02%
2,069
-98
219
$266K 0.01%
+1,598
220
$265K 0.01%
5,284
221
$262K 0.01%
850
222
$261K 0.01%
+224
223
$260K 0.01%
1,847
-70
224
$260K 0.01%
4,461
-775
225
$258K 0.01%
2,505
+1
7 8
9
10 11