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Home > Institutional Investor > Accredited Investors Inc. > Profile

Instuitional Investor - Accredited Investors Inc.

Fund Profile
Filing Period:
Fund Name: Accredited Investors Inc.
Portfolio Value $1,706,396,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,677,120 $166,811,348 9.77%
2.
American Centy Etf Tr
 2,462,412 $160,253,796 9.39%
3.
Schwab Strategic Trust
 FNDF 4,874,788 $110,657,683 6.48%
4.
United Parcel Service Inc
 UPS 784,749 $98,956,885 5.79%
5.
Ishares Trust
 IEF 770,789 $88,810,302 5.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)