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
$221M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.51M
3
+$806K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$492K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$456K

Top Sells

1
+$1.81M
2
+$913K
3
+$628K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$619K
5
T icon
AT&T
T
+$269K

Sector Composition

1 Technology 19.94%
2 Healthcare 11.53%
3 Industrials 10.26%
4 Financials 8.88%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$106K 0.05%
+4,341
252
$104K 0.05%
+781
253
$104K 0.05%
+1,406
254
$102K 0.05%
+638
255
$102K 0.05%
+1,745
256
$99.7K 0.05%
+473
257
$99.6K 0.05%
+1,285
258
$99.5K 0.05%
+205
259
$98.6K 0.04%
+367
260
$98.4K 0.04%
+2,910
261
$98.3K 0.04%
+1,508
262
$98.2K 0.04%
+1,000
263
$98.2K 0.04%
+2,004
264
$98K 0.04%
+4,100
265
$97.4K 0.04%
+1,744
266
$97.2K 0.04%
180
267
$96.7K 0.04%
+350
268
$96.6K 0.04%
+10,000
269
$96.6K 0.04%
+688
270
$95.7K 0.04%
+1,216
271
$94.9K 0.04%
+334
272
$94.8K 0.04%
+1,754
273
$94.4K 0.04%
+1,193
274
$93.7K 0.04%
+534
275
$93.6K 0.04%
+1,521
9 10
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