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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
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
ESMLIshares Tr
Recent Activity
Increased 1.86%
0.83%
$14.409M
344,542 shares@ $41.82 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.14%
0.81%
$14.119M
51,019 shares@ $276.74 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.18%
0.78%
$13.565M
23,643 shares@ $573.76 avg price
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