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
351
$59.9K 0.03%
+1,531
352
$59.4K 0.03%
+325
353
$59.2K 0.03%
+1,710
354
$58.5K 0.03%
+2,938
355
$58.1K 0.03%
+1,515
356
$58.1K 0.03%
+311
357
$57.7K 0.03%
+568
358
$57.3K 0.03%
+2,280
359
$57.2K 0.03%
+304
360
$57.2K 0.03%
+267
361
$57K 0.03%
+218
362
$56.7K 0.03%
+872
363
$56.3K 0.03%
+153
364
$56.1K 0.03%
+140
365
$56K 0.03%
+247
366
$55.9K 0.03%
+737
367
$55.8K 0.03%
1,881
-21,167
368
$54.9K 0.02%
+2,980
369
$54.8K 0.02%
+1,017
370
$53.5K 0.02%
+1,157
371
$53.4K 0.02%
+895
372
$53.1K 0.02%
+1,475
373
$52.6K 0.02%
+149
374
$52.3K 0.02%
+702
375
$51.9K 0.02%
+251
13 14
15
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