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
$258M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$863K
3
+$824K
4
ASML icon
ASML
ASML
+$805K
5
NXPI icon
NXP Semiconductors
NXPI
+$691K

Top Sells

1
+$1.35M
2
+$877K
3
+$347K
4
JPM icon
JPMorgan Chase
JPM
+$275K
5
DOW icon
Dow Inc
DOW
+$224K

Sector Composition

1 Technology 20.58%
2 Healthcare 8.86%
3 Financials 8.41%
4 Industrials 7.58%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.47%
32,750
+111
52
$1.23M 0.47%
36,133
+874
53
$1.15M 0.45%
15,233
+6,276
54
$1.13M 0.44%
9,328
+1,584
55
$1.06M 0.41%
4,550
-7
56
$1.01M 0.39%
4,921
+199
57
$1.01M 0.39%
1,867
58
$1.01M 0.39%
25,143
+65
59
$1M 0.39%
38,000
60
$997K 0.39%
787
+7
61
$986K 0.38%
10,843
62
$960K 0.37%
3,380
+34
63
$944K 0.37%
15,649
+4,161
64
$941K 0.36%
4,165
+10
65
$939K 0.36%
8,712
+7
66
$906K 0.35%
5,433
+27
67
$863K 0.33%
+3,124
68
$862K 0.33%
1,730
+316
69
$847K 0.33%
14,299
+19
70
$846K 0.33%
3,984
-210
71
$824K 0.32%
+2,483
72
$817K 0.32%
9,968
-471
73
$814K 0.32%
1,055
-11
74
$809K 0.31%
3,103
+143
75
$805K 0.31%
+1,161
1 2
3
4 5