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
$261M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$346K
3
+$280K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$236K
5
GEV icon
GE Vernova
GEV
+$235K

Top Sells

1
+$1.27M
2
+$446K
3
+$412K
4
MMM icon
3M
MMM
+$269K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$258K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.29%
3 Financials 7.57%
4 Industrials 6.87%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.4%
1,166
+227
52
$1.05M 0.4%
10,842
53
$1.04M 0.4%
7,572
+858
54
$1.04M 0.4%
26,765
+5,114
55
$1.03M 0.4%
67,000
+7,500
56
$1.03M 0.39%
6,978
+1,206
57
$1.03M 0.39%
24,865
+164
58
$1.02M 0.39%
3,960
+246
59
$1.01M 0.39%
790
-9
60
$1.01M 0.39%
6,208
+801
61
$987K 0.38%
8,963
+1,101
62
$937K 0.36%
2,998
-203
63
$934K 0.36%
3,471
+455
64
$934K 0.36%
1,867
65
$905K 0.35%
4,293
-265
66
$901K 0.35%
4,219
+4
67
$893K 0.34%
8,910
-4
68
$890K 0.34%
6,433
+8
69
$888K 0.34%
4,516
-22
70
$861K 0.33%
3,321
-25
71
$855K 0.33%
10,470
-60
72
$855K 0.33%
5,377
-1,286
73
$839K 0.32%
9,084
+1,103
74
$820K 0.31%
17,257
+223
75
$812K 0.31%
26,203
+780
1 2
3
4 5