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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$244K
3
+$236K
4
NEM icon
Newmont
NEM
+$220K
5
EFX icon
Equifax
EFX
+$219K

Top Sells

1
+$1.11M
2
+$681K
3
+$534K
4
SYK icon
Stryker
SYK
+$318K
5
HD icon
Home Depot
HD
+$292K

Sector Composition

1 Technology 22.4%
2 Healthcare 10.55%
3 Industrials 9.07%
4 Financials 8.56%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.85%
104,149
27
$1.75M 0.85%
18,843
-386
28
$1.73M 0.84%
22,561
-167
29
$1.71M 0.83%
10,821
+117
30
$1.69M 0.82%
14,411
-2
31
$1.64M 0.79%
26,759
+47
32
$1.6M 0.77%
31,007
-1,140
33
$1.55M 0.75%
6,304
-260
34
$1.55M 0.75%
29,795
+830
35
$1.39M 0.67%
2,767
-113
36
$1.37M 0.66%
15,960
-543
37
$1.28M 0.62%
19,220
-1,810
38
$1.24M 0.6%
14,180
-584
39
$1.21M 0.58%
20,475
-1,248
40
$1.17M 0.56%
35,960
+290
41
$1.15M 0.56%
10,949
+3
42
$1.14M 0.55%
52,500
43
$1.14M 0.55%
2,609
-92
44
$1.12M 0.54%
5,239
-38
45
$1.12M 0.54%
8,283
-615
46
$1.09M 0.53%
6,298
-116
47
$1.06M 0.51%
5,105
+1
48
$1.05M 0.51%
54,300
-1,700
49
$1.05M 0.51%
8,921
-33
50
$1.05M 0.51%
3,120
-59
1
2
3 4 5