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
$221M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.51M
3
+$806K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$492K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$456K

Top Sells

1
+$1.81M
2
+$913K
3
+$628K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$619K
5
T icon
AT&T
T
+$269K

Sector Composition

1 Technology 19.94%
2 Healthcare 11.53%
3 Industrials 10.26%
4 Financials 8.88%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$24.7K 0.01%
+498
502
$24.5K 0.01%
+1,000
503
$24.4K 0.01%
+1,250
504
$24.4K 0.01%
+846
505
$24.3K 0.01%
+534
506
$24K 0.01%
+1,500
507
$23.9K 0.01%
+185
508
$23.6K 0.01%
+650
509
$23.6K 0.01%
+394
510
$23.3K 0.01%
+1,550
511
$23.2K 0.01%
+150
512
$23.1K 0.01%
+105
513
$23.1K 0.01%
+294
514
$22.9K 0.01%
+211
515
$22.8K 0.01%
+2,500
516
$22.7K 0.01%
+1,000
517
$22.6K 0.01%
+1,078
518
$22.3K 0.01%
+477
519
$22.3K 0.01%
+500
520
$22.2K 0.01%
+154
521
$22.2K 0.01%
+786
522
$22.2K 0.01%
+936
523
$22.1K 0.01%
+2,082
524
$22K 0.01%
+797
525
$21.8K 0.01%
+250
19 20
21
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