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
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-325
752
– –
-1,250
753
– –
-25
754
– –
-250
755
– –
-439
756
– –
-90
757
– –
-100
758
– –
-1,169
759
– –
-1,663
760
– –
-60
761
– –
-136
762
– –
-230
763
– –
-1,523
764
– –
-390
765
– –
-6
766
– –
-36
767
– –
-115
768
– –
-33
769
– –
-125
770
– –
-500
771
– –
-81
772
– –
-1,201
773
– –
-75
774
– –
-60
775
– –
-545
29 30
31
32 33