ACM
Allred Capital Management Portfolio holdings
AUM
$267M
This Quarter Return
-10.91%
1 Year Return
+15.69%
3 Year Return
+60.07%
5 Year Return
+117.66%
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.87%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$7.29M |
| 2 |
Stryker
SYK
|
$5.59M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.7M |
| 4 |
Johnson & Johnson
JNJ
|
$4.69M |
| 5 |
3M
MMM
|
$3.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.35% |
| 2 | Healthcare | 12.58% |
| 3 | Industrials | 11.02% |
| 4 | Financials | 10.84% |
| 5 | Consumer Staples | 8.03% |
