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
251
$78.2K 0.04%
+1,391
252
$77.8K 0.04%
+1,750
253
$77.6K 0.04%
+1,235
254
$77.3K 0.04%
+1,617
255
$77.1K 0.04%
+1,394
256
$76.7K 0.04%
+1,423
257
$76.5K 0.04%
+2,283
258
$76.5K 0.04%
+2,130
259
$76.2K 0.04%
+1,262
260
$75.6K 0.04%
+2,598
261
$75.2K 0.04%
+2,339
262
$74.8K 0.04%
+1,523
263
$74.6K 0.04%
+2,210
264
$72.7K 0.04%
+509
265
$72.7K 0.04%
1,259
-1,569
266
$72.5K 0.04%
+240
267
$72.5K 0.04%
+342
268
$72.2K 0.04%
+91
269
$71.7K 0.04%
+2,324
270
$71.5K 0.04%
+1,201
271
$70.8K 0.04%
+794
272
$70.3K 0.04%
+2,101
273
$69.9K 0.04%
+2,066
274
$69.4K 0.04%
+750
275
$69K 0.04%
+1,290
9 10
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