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
$182M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$252K
3
+$230K
4
DOW icon
Dow Inc
DOW
+$223K
5
APD icon
Air Products & Chemicals
APD
+$216K

Top Sells

1
+$663K
2
+$469K
3
+$448K
4
AVGO icon
Broadcom
AVGO
+$303K
5
CCI icon
Crown Castle
CCI
+$236K

Sector Composition

1 Technology 15.39%
2 Healthcare 11.54%
3 Industrials 8.56%
4 Financials 8.12%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$802K 0.44%
3,054
-63
52
$777K 0.43%
10,883
+319
53
$759K 0.42%
15,925
+538
54
$747K 0.41%
28,276
-1,363
55
$728K 0.4%
6,626
+154
56
$698K 0.38%
4,150
+95
57
$692K 0.38%
7,047
-106
58
$682K 0.37%
10,660
+17
59
$667K 0.37%
2,530
+12
60
$663K 0.36%
30,758
61
$653K 0.36%
3,427
62
$652K 0.36%
3,456
+4
63
$646K 0.35%
8,980
-137
64
$632K 0.35%
6,243
+14
65
$607K 0.33%
4,325
-60
66
$601K 0.33%
1,100
67
$580K 0.32%
5,951
68
$548K 0.3%
1,559
-138
69
$536K 0.29%
9,590
-5,420
70
$532K 0.29%
6,792
-20
71
$528K 0.29%
2,393
+35
72
$524K 0.29%
832
+8
73
$516K 0.28%
12,500
74
$513K 0.28%
3,888
-38
75
$500K 0.27%
14,630
-1,983
1 2
3
4 5