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
451
$34.7K 0.02%
+771
452
$34.5K 0.02%
+152
453
$34.5K 0.02%
+1,000
454
$34.1K 0.02%
+1,400
455
$34K 0.02%
+189
456
$33.2K 0.02%
+169
457
$33.2K 0.02%
+448
458
$33.1K 0.02%
+174
459
$33K 0.02%
+558
460
$32.9K 0.01%
+289
461
$32.8K 0.01%
+2,347
462
$32.7K 0.01%
+535
463
$32.3K 0.01%
+160
464
$32K 0.01%
+211
465
$31.7K 0.01%
+1,190
466
$31.5K 0.01%
+137
467
$31.2K 0.01%
+101
468
$30.9K 0.01%
+22
469
$30.8K 0.01%
+168
470
$30.4K 0.01%
+2,000
471
$30.3K 0.01%
+1,000
472
$29.9K 0.01%
+710
473
$29.4K 0.01%
+355
474
$29.1K 0.01%
+1,135
475
$29.1K 0.01%
+1,047
17 18
19
20 21