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
676
$4.97K ﹤0.01%
+81
677
$4.94K ﹤0.01%
+500
678
$4.82K ﹤0.01%
+18
679
$4.78K ﹤0.01%
+107
680
$4.68K ﹤0.01%
+138
681
$4.67K ﹤0.01%
+138
682
$4.63K ﹤0.01%
+173
683
$4.63K ﹤0.01%
+571
684
$4.61K ﹤0.01%
+41
685
$4.57K ﹤0.01%
+83
686
$4.55K ﹤0.01%
+124
687
$4.41K ﹤0.01%
+89
688
$4.24K ﹤0.01%
+240
689
$4.22K ﹤0.01%
+44
690
$4.21K ﹤0.01%
+146
691
$4.17K ﹤0.01%
+45
692
$4.17K ﹤0.01%
+258
693
$4.16K ﹤0.01%
+412
694
$4.15K ﹤0.01%
+41
695
$4.14K ﹤0.01%
+1,185
696
$4.13K ﹤0.01%
+57
697
$4.09K ﹤0.01%
+210
698
$3.94K ﹤0.01%
+42
699
$3.9K ﹤0.01%
+75
700
$3.86K ﹤0.01%
+299
26 27
28
29 30