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
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-264
402
– –
-518
403
– –
-225
404
– –
-364
405
– –
-84
406
– –
-577
407
– –
-505
408
– –
-216
409
– –
-87
410
– –
-4,543
411
– –
-60
412
– –
-200
413
– –
-713
414
– –
-1,010
415
– –
-518
416
– –
-11,352
417
– –
-213
418
– –
-66
419
– –
-591
420
– –
-1,888
421
– –
-510
422
– –
-183
423
– –
-900
424
– –
-29
425
– –
-193
15 16
17
18 19