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
$221M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.51M
3
+$806K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$492K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$456K

Top Sells

1
+$1.81M
2
+$913K
3
+$628K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$619K
5
T icon
AT&T
T
+$269K

Sector Composition

1 Technology 19.94%
2 Healthcare 11.53%
3 Industrials 10.26%
4 Financials 8.88%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.22K ﹤0.01%
+74
727
$3.19K ﹤0.01%
+55
728
$3.17K ﹤0.01%
+83
729
$3.17K ﹤0.01%
+250
730
$3.17K ﹤0.01%
+39
731
$3.17K ﹤0.01%
+250
732
$3.14K ﹤0.01%
+55
733
$3.11K ﹤0.01%
+75
734
$3.07K ﹤0.01%
+22
735
$3.06K ﹤0.01%
+250
736
$3.06K ﹤0.01%
+72
737
$3.04K ﹤0.01%
+70
738
$3.04K ﹤0.01%
+75
739
$3.02K ﹤0.01%
+90
740
$3.02K ﹤0.01%
+37
741
$2.98K ﹤0.01%
+10
742
$2.97K ﹤0.01%
+250
743
$2.95K ﹤0.01%
+45
744
$2.92K ﹤0.01%
+40
745
$2.77K ﹤0.01%
+45
746
$2.73K ﹤0.01%
+102
747
$2.7K ﹤0.01%
+60
748
$2.7K ﹤0.01%
+90
749
$2.69K ﹤0.01%
+11
750
$2.68K ﹤0.01%
+7
28 29
30
31 32