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
576
– –
-10
577
– –
-2,324
578
– –
-202
579
– –
-510
580
– –
-1,109
581
– –
-1,235
582
– –
-375
583
– –
-300
584
– –
-350
585
– –
-56
586
– –
-138
587
– –
-3,644
588
– –
-2,800
589
– –
-684
590
– –
-85
591
– –
-250
592
– –
-54
593
– –
-3,247
594
– –
-363
595
– –
-2,210
596
– –
-436
597
– –
-83
598
– –
-2,050
599
– –
-6,000
600
– –
-156
22 23
24
25 26