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
801
$1.93K ﹤0.01%
+20
802
$1.92K ﹤0.01%
+250
803
$1.91K ﹤0.01%
+10
804
$1.86K ﹤0.01%
+77
805
$1.82K ﹤0.01%
+35
806
$1.79K ﹤0.01%
+28
807
$1.77K ﹤0.01%
+24
808
$1.76K ﹤0.01%
+148
809
$1.75K ﹤0.01%
+215
810
$1.75K ﹤0.01%
+26
811
$1.74K ﹤0.01%
+20
812
$1.73K ﹤0.01%
+114
813
$1.72K ﹤0.01%
+150
814
$1.65K ﹤0.01%
+40
815
$1.62K ﹤0.01%
+250
816
$1.58K ﹤0.01%
+70
817
$1.58K ﹤0.01%
+26
818
$1.54K ﹤0.01%
+9
819
$1.53K ﹤0.01%
+40
820
$1.49K ﹤0.01%
+25
821
$1.49K ﹤0.01%
+17
822
$1.48K ﹤0.01%
+7
823
$1.47K ﹤0.01%
+75
824
$1.45K ﹤0.01%
+55
825
$1.42K ﹤0.01%
+10
31 32
33
34 35