ACM

Allred Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
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
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

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
51
$724K 0.56%
4,345
+779
52
$719K 0.56%
9,438
+249
53
$705K 0.55%
17,951
+912
54
$698K 0.54%
9,567
-50
55
$672K 0.52%
4,507
+47
56
$643K 0.5%
11,548
+110
57
$641K 0.5%
1,708
+1,005
58
$639K 0.5%
11,000
+1,360
59
$625K 0.48%
7,267
-203
60
$605K 0.47%
6,174
+1,317
61
$604K 0.47%
5,443
+469
62
$567K 0.44%
6,648
63
$541K 0.42%
6,867
+154
64
$535K 0.42%
2,146
+609
65
$528K 0.41%
6,781
-697
66
$526K 0.41%
3,656
+933
67
$523K 0.41%
5,275
-1,075
68
$520K 0.4%
5,250
+224
69
$501K 0.39%
76,080
+26,000
70
$494K 0.38%
2,460
-3
71
$493K 0.38%
5,286
+2,164
72
$492K 0.38%
1,719
+144
73
$487K 0.38%
8,190
-12
74
$467K 0.36%
6,940
-110
75
$466K 0.36%
1,375
-73
1 2
3
4 5