We are live on ! Find out more
ACM

Allred Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 18.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.19%
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
+$2.59M
2
+$2.38M
3
+$769K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$729K
5
AAPL icon
Apple
AAPL
+$682K

Top Sells

1
+$1.25M
2
+$764K
3
+$650K
4
LUV icon
Southwest Airlines
LUV
+$613K
5
WFC icon
Wells Fargo
WFC
+$567K

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
676
– –
-450
677
– –
-49
678
– –
-369
679
– –
-2,000
680
– –
-32
681
– –
-17
682
– –
-300
683
– –
-305
684
– –
-178
685
– –
-60
686
– –
-316
687
– –
-2,568
688
– –
-1,865
689
– –
-41
690
– –
-2,790
691
– –
-117
692
– –
-244
693
– –
-1,262
694
– –
-201
695
– –
-92
696
– –
-728
697
– –
-33
698
– –
-328
699
– –
-39
700
– –
-1,062
26 27
28
29 30