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
776
$2.27K ﹤0.01%
+95
777
$2.23K ﹤0.01%
+36
778
$2.23K ﹤0.01%
+30
779
$2.22K ﹤0.01%
+250
780
$2.22K ﹤0.01%
+9
781
$2.18K ﹤0.01%
+35
782
$2.15K ﹤0.01%
+40
783
$2.14K ﹤0.01%
+23
784
$2.14K ﹤0.01%
+35
785
$2.13K ﹤0.01%
+17
786
$2.13K ﹤0.01%
+24
787
$2.1K ﹤0.01%
+24
788
$2.08K ﹤0.01%
+50
789
$2.06K ﹤0.01%
+31
790
$2.05K ﹤0.01%
+18
791
$2.04K ﹤0.01%
+30
792
$2.04K ﹤0.01%
+25
793
$2.04K ﹤0.01%
+8
794
$2.03K ﹤0.01%
+27
795
$2.02K ﹤0.01%
+31
796
$2K ﹤0.01%
+45
797
$1.99K ﹤0.01%
+100
798
$1.98K ﹤0.01%
+31
799
$1.96K ﹤0.01%
+75
800
$1.95K ﹤0.01%
+27
30 31
32
33 34