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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
IJHIshares Tr
Recent Activity
Decreased -0.6%
8.19%
$143.139M
2.297M shares@ $62.33 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
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.93%
4.69%
$81.913M
1.3M shares@ $63.0 avg price
IVVIshares Tr
Recent Activity
Decreased -0.36%
4.28%
$74.734M
129,563 shares@ $576.82 avg price
EFAIshares Tr
Recent Activity
Decreased -3.57%
4.06%
$70.826M
846,895 shares@ $83.64 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3%
4%
$69.776M
399,705 shares@ $174.57 avg price
0849⤦1 100 Berkshire Hathaway Inc
Recent Activity
3.56%
$62.206M
9,000 shares@ $6911.8 avg price