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
351
$45.8K 0.03%
+178
352
$45.8K 0.03%
+899
353
$45.3K 0.02%
+2,140
354
$45.3K 0.02%
+1,552
355
$45.2K 0.02%
+275
356
$45K 0.02%
+692
357
$44.7K 0.02%
+3,001
358
$42.7K 0.02%
+857
359
$41.6K 0.02%
+216
360
$41K 0.02%
+479
361
$41K 0.02%
+271
362
$40.7K 0.02%
+338
363
$39.9K 0.02%
+751
364
$39.5K 0.02%
+660
365
$39.3K 0.02%
+171
366
$38.9K 0.02%
+309
367
$38.8K 0.02%
+782
368
$38.6K 0.02%
+161
369
$38.4K 0.02%
+257
370
$37.7K 0.02%
24,995
371
$37.7K 0.02%
2,199
-8,079
372
$37.7K 0.02%
+1,765
373
$37.2K 0.02%
+246
374
$36.5K 0.02%
+1,000
375
$36.5K 0.02%
+510
13 14
15
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