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
826
$1.42K ﹤0.01%
+32
827
$1.37K ﹤0.01%
+45
828
$1.36K ﹤0.01%
+21
829
$1.33K ﹤0.01%
+32
830
$1.26K ﹤0.01%
+30
831
$1.26K ﹤0.01%
+50
832
$1.25K ﹤0.01%
+57
833
$1.24K ﹤0.01%
+5
834
$1.23K ﹤0.01%
+6
835
$1.19K ﹤0.01%
+19
836
$1.16K ﹤0.01%
+30
837
$1.15K ﹤0.01%
+11
838
$1.13K ﹤0.01%
+20
839
$1.12K ﹤0.01%
+30
840
$1.1K ﹤0.01%
+60
841
$1.06K ﹤0.01%
+8
842
$1.02K ﹤0.01%
+63
843
$958 ﹤0.01%
+14
844
$940 ﹤0.01%
+5
845
$738 ﹤0.01%
+3
846
$705 ﹤0.01%
+40
847
$687 ﹤0.01%
+31
848
$664 ﹤0.01%
+15
849
$580 ﹤0.01%
+13
850
$534 ﹤0.01%
+22
31 32 33
34
35