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
$183M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$432K
3
+$369K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$350K
5
MS icon
Morgan Stanley
MS
+$277K

Top Sells

1
+$445K
2
+$383K
3
+$371K
4
SYK icon
Stryker
SYK
+$312K
5
V icon
Visa
V
+$227K

Sector Composition

1 Technology 20.21%
2 Healthcare 11.93%
3 Industrials 9.86%
4 Financials 8.57%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.84%
17,480
-40
27
$1.51M 0.82%
104,149
28
$1.44M 0.79%
110,160
-4,680
29
$1.31M 0.71%
10,286
+709
30
$1.29M 0.7%
7,310
-203
31
$1.21M 0.66%
14,151
-950
32
$1.21M 0.66%
5,002
-110
33
$1.19M 0.65%
5,596
-1
34
$1.17M 0.64%
7,296
-7
35
$1.17M 0.64%
8,967
-262
36
$1.16M 0.64%
45,910
-1,000
37
$1.16M 0.63%
28,030
-1,306
38
$1.15M 0.63%
12,535
-762
39
$1.14M 0.62%
7,102
-57
40
$1.12M 0.61%
4,882
-400
41
$1.12M 0.61%
13,242
+106
42
$1.1M 0.6%
15,399
-578
43
$1.09M 0.6%
16,851
-637
44
$1.09M 0.59%
50,007
-3,616
45
$1.08M 0.59%
1,961
+13
46
$1.08M 0.59%
10,068
+480
47
$1.07M 0.59%
9,770
-298
48
$1.06M 0.58%
3,076
49
$1.04M 0.57%
12,026
-177
50
$1.03M 0.56%
16,719
-284
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