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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.36%
1.48%
$25.743M
487,458 shares@ $52.82 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -4.77%
1.13%
$19.608M
42,603 shares@ $460.26 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Decreased -1.11%
0.98%
$17.04M
276,885 shares@ $61.55 avg price
AGGIshares Tr
Recent Activity
Decreased -12.48%
0.85%
$14.765M
145,795 shares@ $101.28 avg price
EFVIshares Tr
Recent Activity
Decreased -3.04%
0.83%
$14.419M
250,638 shares@ $57.54 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.14%
0.81%
$14.119M
51,019 shares@ $276.74 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -5.94%
0.52%
$8.929M
120,910 shares@ $73.86 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.58%
0.5%
$8.599M
206,959 shares@ $41.55 avg price
MGKVanguard World Fd
Recent Activity
Decreased -1.12%
0.41%
$7.075M
21,977 shares@ $321.95 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -7%
0.27%
$4.572M
7,819 shares@ $584.71 avg price