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
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-29
477
– –
-176
478
– –
-1,909
479
– –
-300
480
– –
-800
481
– –
-171
482
– –
-53
483
– –
-1,520
484
– –
-261
485
– –
-289
486
– –
-250
487
– –
-165
488
– –
-283
489
– –
-60
490
– –
-1,400
491
– –
-173
492
– –
-100
493
– –
-63
494
– –
-775
495
– –
-115
496
– –
-857
497
– –
-5
498
– –
-347
499
– –
-342
500
– –
-8,576
18 19
20
21 22