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
701
$3.85K ﹤0.01%
+135
702
$3.79K ﹤0.01%
+50
703
$3.78K ﹤0.01%
+80
704
$3.74K ﹤0.01%
+101
705
$3.71K ﹤0.01%
+58
706
$3.71K ﹤0.01%
+51
707
$3.67K ﹤0.01%
+250
708
$3.64K ﹤0.01%
+250
709
$3.62K ﹤0.01%
+80
710
$3.56K ﹤0.01%
+109
711
$3.53K ﹤0.01%
+20
712
$3.53K ﹤0.01%
+166
713
$3.51K ﹤0.01%
+175
714
$3.51K ﹤0.01%
+18
715
$3.46K ﹤0.01%
+27
716
$3.46K ﹤0.01%
+252
717
$3.43K ﹤0.01%
+32
718
$3.41K ﹤0.01%
+65
719
$3.39K ﹤0.01%
+40
720
$3.29K ﹤0.01%
+83
721
$3.27K ﹤0.01%
+95
722
$3.26K ﹤0.01%
+90
723
$3.26K ﹤0.01%
+153
724
$3.23K ﹤0.01%
+36
725
$3.23K ﹤0.01%
+57
27 28
29
30 31