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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
AAPLApple Inc
Recent Activity
Decreased -0.01%
3.24%
$56.489M
242,442 shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.52%
3.15%
$54.947M
294,890 shares@ $186.34 avg price
IWMIshares Tr
Recent Activity
Decreased -0.3%
3.02%
$52.7M
238,579 shares@ $220.89 avg price
RBLXRoblox Corp
Recent Activity
Decreased -6.26%
3.01%
$52.465M
1.185M shares@ $44.27 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -1.76%
2.62%
$45.662M
863,821 shares@ $52.86 avg price
IWFIshares Tr
Recent Activity
Decreased -0.89%
2.08%
$36.256M
96,586 shares@ $375.38 avg price
IWPIshares Tr
Recent Activity
Decreased -1.14%
1.53%
$26.692M
227,576 shares@ $117.3 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.36%
1.48%
$25.743M
487,458 shares@ $52.82 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