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
$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
26
$1.2M 0.93%
54,726
-139
27
$1.19M 0.92%
14,697
-641
28
$1.15M 0.89%
12,979
+3,887
29
$1.12M 0.87%
29,459
-13,841
30
$1.05M 0.82%
12,174
-247
31
$1.05M 0.81%
75,650
+1,000
32
$1.04M 0.81%
7,638
-233
33
$1.02M 0.79%
18,826
-345
34
$1.01M 0.78%
15,229
-701
35
$1M 0.78%
17,220
+3,980
36
$991K 0.77%
4,186
-1,982
37
$983K 0.76%
5,690
-518
38
$980K 0.76%
10,888
+1,484
39
$972K 0.75%
20,420
-306
40
$956K 0.74%
4,720
+114
41
$939K 0.73%
12,972
-3,511
42
$906K 0.7%
29,998
-4,381
43
$884K 0.69%
9,643
+1,030
44
$864K 0.67%
5,741
+412
45
$845K 0.66%
17,495
+887
46
$834K 0.65%
17,737
-4,363
47
$787K 0.61%
9,105
+59
48
$783K 0.61%
25,302
-1,480
49
$777K 0.6%
5,808
-1,407
50
$753K 0.58%
13,824
+8,371
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