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
$183M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$326K
3
+$271K
4
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$232K
5
RTN
Raytheon Company
RTN
+$214K

Top Sells

1
+$959K
2
+$921K
3
+$904K
4
TYL icon
Tyler Technologies
TYL
+$795K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$731K

Sector Composition

1 Technology 15.31%
2 Healthcare 12.5%
3 Industrials 11.09%
4 Financials 10.15%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.45K ﹤0.01%
+179
677
$4.4K ﹤0.01%
+250
678
$4.39K ﹤0.01%
+29
679
$4.38K ﹤0.01%
+104
680
$4.37K ﹤0.01%
+95
681
$4.35K ﹤0.01%
+25
682
$4.35K ﹤0.01%
+113
683
$4.34K ﹤0.01%
+500
684
$4.34K ﹤0.01%
+80
685
$4.32K ﹤0.01%
+133
686
$4.29K ﹤0.01%
+31
687
$4.28K ﹤0.01%
+106
688
$4.27K ﹤0.01%
+31
689
$4.27K ﹤0.01%
+84
690
$4.27K ﹤0.01%
+81
691
$4.26K ﹤0.01%
+135
692
$4.25K ﹤0.01%
+673
693
$4.23K ﹤0.01%
+115
694
$4.17K ﹤0.01%
+28
695
$4.16K ﹤0.01%
+58
696
$4.15K ﹤0.01%
+15
697
$4.08K ﹤0.01%
+52
698
$4.06K ﹤0.01%
+250
699
$4.06K ﹤0.01%
+159
700
$4.04K ﹤0.01%
+95
26 27
28
29 30