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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
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 9.16%
9.37%
$163.622M
2.315M shares@ $70.67 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 0.49%
6.17%
$107.721M
1.619M shares@ $66.53 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 0.03%
6.13%
$107.017M
784,924 shares@ $136.35 avg price
IJRIshares Tr
Recent Activity
Increased 1.31%
5.2%
$90.826M
776,554 shares@ $116.97 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3%
4%
$69.776M
399,705 shares@ $174.57 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.52%
3.15%
$54.947M
294,890 shares@ $186.34 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 17.92%
1.44%
$25.035M
209,146 shares@ $119.7 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 21.15%
1.16%
$20.266M
340,212 shares@ $59.58 avg price
ESMLIshares Tr
Recent Activity
Increased 1.86%
0.83%
$14.409M
344,542 shares@ $41.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.18%
0.78%
$13.565M
23,643 shares@ $573.76 avg price