Portfolio (Quarterly)
Guide ↗
Accredited Investors Inc.
· CIK 0001518364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GILD | GILEAD SCIENCES INC | Healthcare | 1,900 | $233K | 0.01% | SOLD |
| 22 | GRAB | GRAB HOLDINGS LIMITED | Technology | 44,737 | $223K | 0.01% | SOLD |
| 23 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,884 | $219K | 0.01% | SOLD |
| 24 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 7,885 | $207K | 0.01% | SOLD |
| 25 | VONG | VANGUARD SCOTTSDALE FDS | — | 1,676 | $204K | 0.01% | SOLD |
| 26 | IVE | ISHARES TR | — | 962 | $204K | 0.01% | SOLD |
| 27 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 2,830 | $202K | 0.01% | SOLD |
| 28 | CPHC | CANTERBURY PK HLDG CORP | Consumer Cyclical | 10,782 | $164K | 0.01% | SOLD |
| 29 | — | VIZSLA SILVER CORP | — | 15,600 | $85K | 0.01% | SOLD |
| 30 | IEMG | ISHARES INC | — | 1,084 | $73K | 0.00% | SOLD |
| 31 | — | PAYSAFE LIMITED | — | 60,000 | $12.0 | — | SOLD |
Sector Allocation
Industrials
26.1%
Technology
24.5%
Financial Services
22.7%
Consumer Cyclical
11.1%
Healthcare
5.5%
Communication Services
4.4%
Consumer Defensive
3.1%
Energy
1.2%
Utilities
0.9%
Basic Materials
0.5%