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
$261M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$346K
3
+$280K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$236K
5
GEV icon
GE Vernova
GEV
+$235K

Top Sells

1
+$1.27M
2
+$446K
3
+$412K
4
MMM icon
3M
MMM
+$269K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$258K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.29%
3 Financials 7.57%
4 Industrials 6.87%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.86%
4,443
-39
27
$2.15M 0.83%
13,052
-106
28
$2.05M 0.78%
13,083
-98
29
$1.95M 0.75%
13,786
+49
30
$1.88M 0.72%
8,308
+28
31
$1.88M 0.72%
17,049
-84
32
$1.84M 0.71%
11,171
-2
33
$1.77M 0.68%
3,509
+273
34
$1.69M 0.65%
10,500
+210
35
$1.66M 0.63%
8,162
+319
36
$1.61M 0.62%
10,094
+337
37
$1.58M 0.61%
4,815
+549
38
$1.45M 0.55%
14,419
-600
39
$1.36M 0.52%
13,295
-2,629
40
$1.36M 0.52%
7,915
+223
41
$1.36M 0.52%
39,972
+1,795
42
$1.29M 0.49%
5,844
43
$1.28M 0.49%
2,507
+169
44
$1.27M 0.49%
104,139
45
$1.26M 0.48%
5,289
-175
46
$1.21M 0.46%
2,263
47
$1.17M 0.45%
1,144
-3
48
$1.15M 0.44%
4,376
+501
49
$1.11M 0.43%
11,202
-47
50
$1.06M 0.41%
28,909
+5,094
1
2
3 4 5