ACM

Allred Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$466K 0.36%
2,820
-652
77
$439K 0.34%
4,141
+15
78
$439K 0.34%
2,728
+1,777
79
$435K 0.34%
4,886
-1,562
80
$398K 0.31%
11,583
+329
81
$393K 0.3%
2,505
+3
82
$390K 0.3%
3,295
-658
83
$385K 0.3%
2,224
-226
84
$384K 0.3%
6,510
+3,897
85
$382K 0.3%
2,665
-480
86
$379K 0.29%
4,657
-581
87
$373K 0.29%
4,223
+50
88
$372K 0.29%
7,146
+4,590
89
$361K 0.28%
7,907
+35
90
$357K 0.28%
9,034
+512
91
$357K 0.28%
2,814
-1,898
92
$337K 0.26%
22,338
-1,213
93
$334K 0.26%
7,937
+7,560
94
$328K 0.25%
4,071
+1,381
95
$326K 0.25%
2,568
-100
96
$320K 0.25%
1,225
97
$313K 0.24%
10,910
-9,160
98
$297K 0.23%
3,544
-1,004
99
$295K 0.23%
7,643
+2,905
100
$294K 0.23%
20,584
-8,817
2 3
4
5 6