ACM

Allred Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5.59M
3
+$4.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.69M
5
MMM icon
3M
MMM
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.35%
2 Healthcare 12.58%
3 Industrials 11.02%
4 Financials 10.84%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.01%
+10,903
27
$1.48M 0.99%
+4,591
28
$1.42M 0.95%
+16,411
29
$1.42M 0.95%
+45,663
30
$1.36M 0.91%
+22,810
31
$1.29M 0.86%
+91,675
32
$1.25M 0.84%
+14,968
33
$1.24M 0.83%
+11,499
34
$1.22M 0.81%
+6,468
35
$1.19M 0.79%
+6,909
36
$1.15M 0.77%
+4,985
37
$1.1M 0.74%
+26,681
38
$1.07M 0.71%
+10,949
39
$1.05M 0.71%
+11,453
40
$1.05M 0.7%
+23,959
41
$1.05M 0.7%
+34,089
42
$1.04M 0.7%
+7,954
43
$1.03M 0.69%
+7,842
44
$1.02M 0.68%
+5,022
45
$1.02M 0.68%
+16,398
46
$1.01M 0.67%
+36,232
47
$994K 0.66%
+5,117
48
$957K 0.64%
+18,320
49
$947K 0.63%
+15,912
50
$936K 0.63%
+32,541
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2
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