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
326
$66.3K 0.03%
+613
327
$65.9K 0.03%
+1,725
328
$65.6K 0.03%
+381
329
$65.5K 0.03%
+3,200
330
$65.4K 0.03%
+2,095
331
$64.9K 0.03%
+1,287
332
$64.9K 0.03%
+161
333
$64.9K 0.03%
+310
334
$64.9K 0.03%
+1,318
335
$64.8K 0.03%
+1,274
336
$64.7K 0.03%
+222
337
$64.6K 0.03%
+763
338
$64.4K 0.03%
+1,662
339
$64.3K 0.03%
+1,048
340
$63.9K 0.03%
+607
341
$63.9K 0.03%
+289
342
$63.5K 0.03%
+1,400
343
$62.1K 0.03%
+3,174
344
$62.1K 0.03%
+1,552
345
$61.6K 0.03%
+4,095
346
$61.3K 0.03%
+1,240
347
$61.1K 0.03%
+187
348
$60.4K 0.03%
+570
349
$60K 0.03%
+1,226
350
$60K 0.03%
+798
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