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Jenna Holm

@Accredited Investors Inc.

Latest period2024 - Q3ReportedManaged Assets$1.748BTotal holdings236
Assets growth rate9.04%Assets growth rate (2-Q avg)6.02%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Accredited Investors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 236 positions.

Assets under management

The assets under management (AUM) of Accredited Investors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.748B in assets, with a quarterly growth rate of 9.04% and a 2-quarter average growth rate of 6.02%. The portfolio is managed by Jenna Holm, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FFord Mtr Co Del
Recent Activity
Exited
0%
$265,152
21,145 shares@ $12.54 avg price
ELFE L F Beauty Inc
Recent Activity
Exited
0%
$260,450
1,236 shares@ $210.73 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$256,629
241 shares@ $1064.86 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Exited
0%
$251,805
3,098 shares@ $81.28 avg price
IXUSIshares Tr
Recent Activity
Exited
0%
$250,059
3,701 shares@ $67.57 avg price
SOSouthern Co
Recent Activity
Exited
0%
$242,096
3,121 shares@ $77.58 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$237,152
2,967 shares@ $79.93 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$212,112
1,486 shares@ $142.75 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Exited
0%
$207,027
1,659 shares@ $124.8 avg price
CPHCCanterbury Pk Hldg Corp
Recent Activity
Exited
0%
$200,469
9,179 shares@ $21.84 avg price