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
276
$93.5K 0.04%
+561
277
$92.3K 0.04%
+81
278
$91.8K 0.04%
+9,700
279
$91.5K 0.04%
+1,192
280
$91.4K 0.04%
+1,000
281
$91K 0.04%
+647
282
$90.7K 0.04%
+658
283
$90.6K 0.04%
+11,802
284
$90.3K 0.04%
+886
285
$90.1K 0.04%
+1,867
286
$89.6K 0.04%
+2,430
287
$89.6K 0.04%
+735
288
$89.5K 0.04%
+901
289
$87.9K 0.04%
+312
290
$86.2K 0.04%
+261
291
$85.1K 0.04%
+650
292
$84.6K 0.04%
+1,181
293
$84.6K 0.04%
+283
294
$84K 0.04%
+700
295
$83.6K 0.04%
+299
296
$83.6K 0.04%
+265
297
$83.3K 0.04%
+1,000
298
$81.2K 0.04%
+2,130
299
$81K 0.04%
+1,810
300
$80.9K 0.04%
+1,859
10 11
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