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
$183M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$326K
3
+$271K
4
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$232K
5
RTN
Raytheon Company
RTN
+$214K

Top Sells

1
+$959K
2
+$921K
3
+$904K
4
TYL icon
Tyler Technologies
TYL
+$795K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$731K

Sector Composition

1 Technology 15.31%
2 Healthcare 12.5%
3 Industrials 11.09%
4 Financials 10.15%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.43K ﹤0.01%
+30
777
$2.35K ﹤0.01%
+63
778
$2.34K ﹤0.01%
+16
779
$2.34K ﹤0.01%
+108
780
$2.32K ﹤0.01%
+17
781
$2.31K ﹤0.01%
+25
782
$2.3K ﹤0.01%
+23
783
$2.26K ﹤0.01%
+30
784
$2.26K ﹤0.01%
+85
785
$2.21K ﹤0.01%
+39
786
$2.18K ﹤0.01%
+60
787
$2.13K ﹤0.01%
+35
788
$2.13K ﹤0.01%
+55
789
$2.08K ﹤0.01%
+46
790
$2.08K ﹤0.01%
+42
791
$2.05K ﹤0.01%
+1
792
$2.04K ﹤0.01%
+19
793
$1.99K ﹤0.01%
+145
794
$1.97K ﹤0.01%
+20
795
$1.94K ﹤0.01%
+123
796
$1.92K ﹤0.01%
+13
797
$1.91K ﹤0.01%
+63
798
$1.87K ﹤0.01%
+60
799
$1.81K ﹤0.01%
+90
800
$1.78K ﹤0.01%
+45
30 31
32
33 34