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
526
$21.8K 0.01%
+347
527
$21.7K 0.01%
+100
528
$21.4K 0.01%
+550
529
$21.4K 0.01%
+142
530
$21.1K 0.01%
+300
531
$21K 0.01%
+200
532
$21K 0.01%
+590
533
$20.9K 0.01%
+1,000
534
$20.8K 0.01%
+400
535
$20.7K 0.01%
+136
536
$20.7K 0.01%
+284
537
$20.7K 0.01%
+1,022
538
$20.4K 0.01%
+119
539
$20.4K 0.01%
+1,696
540
$20.3K 0.01%
+750
541
$20K 0.01%
+213
542
$19.6K 0.01%
+725
543
$19.6K 0.01%
+2,500
544
$19.3K 0.01%
+200
545
$19.1K 0.01%
+54
546
$19K 0.01%
+193
547
$18.5K 0.01%
+450
548
$18.4K 0.01%
+131
549
$18.3K 0.01%
+135
550
$18.1K 0.01%
+100
20 21
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