ACM

Allred Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 15.93%
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$326K
3
+$271K
4
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$232K
5
RTN
Raytheon Company
RTN
+$214K

Top Sells

1
+$959K
2
+$921K
3
+$904K
4
TYL icon
Tyler Technologies
TYL
+$795K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$731K

Sector Composition

1 Technology 15.31%
2 Healthcare 12.5%
3 Industrials 11.09%
4 Financials 10.15%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91.2K 0.05%
+713
227
$90.9K 0.05%
+1,516
228
$89.7K 0.05%
+1,001
229
$89.2K 0.05%
+436
230
$89.1K 0.05%
+8,982
231
$89.1K 0.05%
+6,206
232
$87.8K 0.05%
+3,864
233
$87.5K 0.05%
+2,479
234
$87.1K 0.05%
+2,928
235
$87K 0.05%
+2,790
236
$86.9K 0.05%
+1,865
237
$86.7K 0.05%
+579
238
$86.4K 0.05%
+1,147
239
$85.9K 0.05%
2,068
-2,840
240
$85.5K 0.05%
4,700
-5,300
241
$85K 0.05%
+1,680
242
$84.3K 0.05%
+3,915
243
$84K 0.05%
+3,079
244
$83.4K 0.05%
+2,601
245
$83.3K 0.05%
+1,500
246
$83K 0.05%
+313
247
$82.5K 0.05%
+295
248
$79.3K 0.04%
+4,103
249
$78.8K 0.04%
+360
250
$78.3K 0.04%
+300
8 9
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