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
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$432K
3
+$369K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$350K
5
MS icon
Morgan Stanley
MS
+$277K

Top Sells

1
+$445K
2
+$383K
3
+$371K
4
SYK icon
Stryker
SYK
+$312K
5
V icon
Visa
V
+$227K

Sector Composition

1 Technology 20.21%
2 Healthcare 11.93%
3 Industrials 9.86%
4 Financials 8.57%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.55%
8,668
-109
52
$981K 0.54%
2,800
-156
53
$964K 0.53%
4,506
-178
54
$961K 0.52%
21,950
+770
55
$944K 0.52%
14,006
-188
56
$942K 0.51%
10,646
+79
57
$884K 0.48%
3,976
-44
58
$871K 0.48%
3,190
-416
59
$865K 0.47%
4,755
+5
60
$849K 0.46%
23,072
-3,454
61
$813K 0.44%
14,474
-1,688
62
$789K 0.43%
4,690
-164
63
$775K 0.42%
3,311
-17
64
$757K 0.41%
16,922
-750
65
$742K 0.41%
11,962
-46
66
$742K 0.41%
1,199
-21
67
$725K 0.4%
8,768
-81
68
$724K 0.4%
3,078
+63
69
$722K 0.39%
6,598
+5
70
$709K 0.39%
23,048
-1,254
71
$706K 0.39%
7,037
+11
72
$706K 0.39%
3,228
-1,036
73
$699K 0.38%
+29,715
74
$649K 0.35%
7,420
-1,240
75
$643K 0.35%
7,094
-500
1 2
3
4 5