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
301
$62.8K 0.03%
+1,235
302
$62.6K 0.03%
+438
303
$62.4K 0.03%
+3,000
304
$62.3K 0.03%
+407
305
$61.6K 0.03%
+1,436
306
$61.5K 0.03%
+1,052
307
$61.5K 0.03%
+1,000
308
$61K 0.03%
+1,214
309
$60.6K 0.03%
+106
310
$60.4K 0.03%
+1,564
311
$60.1K 0.03%
+981
312
$59.9K 0.03%
+416
313
$59.7K 0.03%
+1,245
314
$59.6K 0.03%
+551
315
$59.2K 0.03%
+782
316
$59.2K 0.03%
+1,536
317
$58.8K 0.03%
+756
318
$58.4K 0.03%
+100
319
$57.3K 0.03%
+1,349
320
$56.9K 0.03%
+168
321
$56.6K 0.03%
+871
322
$56.1K 0.03%
+1,002
323
$55.8K 0.03%
+591
324
$54.6K 0.03%
+183
325
$54.6K 0.03%
+1,020
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