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
651
$6.4K ﹤0.01%
+100
652
$6.39K ﹤0.01%
+32
653
$6.31K ﹤0.01%
+167
654
$6.15K ﹤0.01%
+185
655
$6.14K ﹤0.01%
+64
656
$6.12K ﹤0.01%
+200
657
$6.05K ﹤0.01%
+51
658
$6.02K ﹤0.01%
+88
659
$5.85K ﹤0.01%
+184
660
$5.85K ﹤0.01%
+100
661
$5.68K ﹤0.01%
+111
662
$5.63K ﹤0.01%
+92
663
$5.49K ﹤0.01%
+207
664
$5.49K ﹤0.01%
+105
665
$5.47K ﹤0.01%
+82
666
$5.42K ﹤0.01%
+82
667
$5.36K ﹤0.01%
+117
668
$5.24K ﹤0.01%
+50
669
$5.21K ﹤0.01%
+11
670
$5.2K ﹤0.01%
+184
671
$5.12K ﹤0.01%
+40
672
$5.11K ﹤0.01%
+66
673
$5.11K ﹤0.01%
+183
674
$5.07K ﹤0.01%
+13
675
$4.99K ﹤0.01%
+20
25 26
27
28 29