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
701
$3.96K ﹤0.01%
+31
702
$3.9K ﹤0.01%
+250
703
$3.89K ﹤0.01%
+57
704
$3.88K ﹤0.01%
+125
705
$3.86K ﹤0.01%
+215
706
$3.85K ﹤0.01%
+85
707
$3.83K ﹤0.01%
+75
708
$3.83K ﹤0.01%
+33
709
$3.75K ﹤0.01%
+117
710
$3.73K ﹤0.01%
+90
711
$3.71K ﹤0.01%
+250
712
$3.7K ﹤0.01%
+54
713
$3.69K ﹤0.01%
+48
714
$3.68K ﹤0.01%
+69
715
$3.65K ﹤0.01%
+115
716
$3.64K ﹤0.01%
+29
717
$3.64K ﹤0.01%
+90
718
$3.61K ﹤0.01%
+34
719
$3.59K ﹤0.01%
+62
720
$3.57K ﹤0.01%
+69
721
$3.56K ﹤0.01%
+250
722
$3.5K ﹤0.01%
+53
723
$3.49K ﹤0.01%
+81
724
$3.45K ﹤0.01%
+173
725
$3.44K ﹤0.01%
+163
27 28
29
30 31