ACM
Allred Capital Management Portfolio holdings
AUM
$287M
1-Year Est. Return
15.93%
1 Year Est. Return
+15.93%
AUM
$287M
AUM Growth
+$19.8M
(+7.4%)
Holding
170
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.08M | |
| 3 | +$1.06M | |
| 4 |
Steris
STE
|
+$931K |
| 5 |
Chubb
CB
|
+$873K |
Top Sells
| 1 | +$2.87M | |
| 2 | +$1.62M | |
| 3 | +$1.37M | |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$565K |
| 5 |
Microsoft
MSFT
|
+$376K |
Sector Composition
| 1 | Technology | 21.66% |
| 2 | Healthcare | 8.43% |
| 3 | Industrials | 8.1% |
| 4 | Financials | 8.04% |
| 5 | Consumer Staples | 5.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$355B
| $2.66M | 0.93% |
6,558
+258
|
|
||
27
Trane Technologies
TT
$87.6B
| $2.63M | 0.92% |
+6,232
|
|
||
28
Coca-Cola
KO
$305B
| $2.46M | 0.86% |
37,036
+27
|
|
||
29
Broadcom
AVGO
$1.6T
| $2.42M | 0.84% |
7,343
-258
|
|
||
30
Allstate
ALL
$55.5B
| $2.4M | 0.84% |
11,201
+516
|
|
||
31
RTX Corp
RTX
$244B
| $2.36M | 0.82% |
14,096
+17
|
|
||
32
Emerson Electric
EMR
$77.1B
| $2.22M | 0.77% |
16,894
+31
|
|
||
33
GE Vernova
GEV
$185B
| $2.13M | 0.74% |
3,462
+290
|
|
||
34
3M
MMM
$88B
| $2.1M | 0.73% |
13,551
+8
|
|
||
35
Tyler Technologies
TYL
$19.2B
| $2.02M | 0.7% |
3,860
|
|
||
36
Visa
V
$669B
| $1.98M | 0.69% |
5,790
+658
|
|
||
37
Chevron
CVX
$300B
| $1.97M | 0.68% |
12,662
+80
|
|
||
38
VanEck Gold Miners ETF
GDX
$25.1B
| $1.93M | 0.67% |
25,224
-4,309
|
|
||
39
Union Pacific
UNP
$143B
| $1.91M | 0.67% |
8,085
+28
|
|
||
40
Procter & Gamble
PG
$339B
| $1.91M | 0.66% |
12,427
-90
|
|
||
41
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.54B
| $1.82M | 0.63% |
10,604
+1,402
|
|
||
42
Merck
MRK
$249B
| $1.8M | 0.63% |
21,463
+63
|
|
||
43
AbbVie
ABBV
$402B
| $1.7M | 0.59% |
7,349
+58
|
|
||
44
GE Aerospace
GE
$317B
| $1.64M | 0.57% |
5,437
+3
|
|
||
45
PepsiCo
PEP
$207B
| $1.61M | 0.56% |
11,489
+134
|
|
||
46
TJX Companies
TJX
$174B
| $1.6M | 0.56% |
11,098
+1,280
|
|
||
47
Automatic Data Processing
ADP
$107B
| $1.53M | 0.53% |
5,205
+18
|
|
||
48
Lowe's Companies
LOW
$140B
| $1.48M | 0.52% |
5,894
+70
|
|
||
49
Advanced Micro Devices
AMD
$338B
| $1.36M | 0.47% |
8,396
+1,104
|
|
||
50
Tesla
TSLA
$1.58T
| $1.36M | 0.47% |
3,050
+59
|
|