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
$182M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$252K
3
+$230K
4
DOW icon
Dow Inc
DOW
+$223K
5
APD icon
Air Products & Chemicals
APD
+$216K

Top Sells

1
+$663K
2
+$469K
3
+$448K
4
AVGO icon
Broadcom
AVGO
+$303K
5
CCI icon
Crown Castle
CCI
+$236K

Sector Composition

1 Technology 15.39%
2 Healthcare 11.54%
3 Industrials 8.56%
4 Financials 8.12%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.84%
6,446
-58
27
$1.33M 0.73%
6,666
-103
28
$1.32M 0.73%
9,860
-93
29
$1.31M 0.72%
14,894
-163
30
$1.31M 0.72%
8,091
+82
31
$1.29M 0.71%
9,542
-99
32
$1.23M 0.68%
76,500
+2,000
33
$1.18M 0.65%
14,496
-9
34
$1.18M 0.65%
71,299
-4,409
35
$1.16M 0.64%
104,149
36
$1.16M 0.64%
79,190
-1,820
37
$1.16M 0.63%
2,181
+6
38
$1.14M 0.63%
6,579
-64
39
$1.12M 0.61%
5,212
+82
40
$1.08M 0.59%
10,475
+68
41
$1.08M 0.59%
13,273
-4
42
$1.05M 0.57%
20,425
+387
43
$1.05M 0.57%
26,552
-670
44
$1.03M 0.57%
12,309
+97
45
$1.03M 0.57%
11,891
-51
46
$951K 0.52%
12,074
+1
47
$941K 0.52%
5,415
+135
48
$937K 0.51%
5,659
-2
49
$919K 0.5%
12,323
-451
50
$908K 0.5%
16,992
+24
1
2
3 4 5