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
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$326K
3
+$271K
4
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$232K
5
RTN
Raytheon Company
RTN
+$214K

Top Sells

1
+$959K
2
+$921K
3
+$904K
4
TYL icon
Tyler Technologies
TYL
+$795K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$731K

Sector Composition

1 Technology 15.31%
2 Healthcare 12.5%
3 Industrials 11.09%
4 Financials 10.15%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21.1K 0.01%
+185
477
$21K 0.01%
+627
478
$20.8K 0.01%
+300
479
$20.7K 0.01%
+1,909
480
$20.4K 0.01%
+600
481
$20.3K 0.01%
+237
482
$20.3K 0.01%
+2,000
483
$20.2K 0.01%
+400
484
$20.1K 0.01%
+500
485
$20.1K 0.01%
+224
486
$20.1K 0.01%
+140
487
$20.1K 0.01%
+613
488
$20K 0.01%
+175
489
$19.9K 0.01%
+775
490
$19.9K 0.01%
+600
491
$19.8K 0.01%
+183
492
$19.7K 0.01%
+406
493
$19.7K 0.01%
+1,103
494
$19.6K 0.01%
+100
495
$19.5K 0.01%
+44
496
$19.4K 0.01%
+620
497
$19.3K 0.01%
+124
498
$19.3K 0.01%
+1,520
499
$19.2K 0.01%
+135
500
$18.9K 0.01%
+335
18 19
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