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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
IWSIshares Tr
Recent Activity
Increased 1.24%
0.62%
$10.833M
81,912 shares@ $132.26 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
Increased 13.24%
0.58%
$10.088M
91,424 shares@ $110.35 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 18.2%
0.55%
$9.486M
22,044 shares@ $430.31 avg price
EAGGIshares Tr
Recent Activity
Increased 14.42%
0.53%
$9.18M
188,920 shares@ $48.6 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.37%
0.5%
$8.724M
71,840 shares@ $121.44 avg price
VTIVanguard Index Fds
Recent Activity
Increased 4.17%
0.44%
$7.591M
26,809 shares@ $283.17 avg price
SUSAIshares Tr
Recent Activity
Increased 1.83%
0.43%
$7.453M
61,920 shares@ $120.38 avg price
ESGDIshares Tr
Recent Activity
Increased 6.36%
0.33%
$5.654M
67,169 shares@ $84.18 avg price
GOOGAlphabet Inc Cap
Recent Activity
Increased 1.05%
0.28%
$4.89M
29,246 shares@ $167.19 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 46.76%
0.26%
$4.386M
20,801 shares@ $210.87 avg price