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
$261M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$346K
3
+$280K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$236K
5
GEV icon
GE Vernova
GEV
+$235K

Top Sells

1
+$1.27M
2
+$446K
3
+$412K
4
MMM icon
3M
MMM
+$269K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$258K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.29%
3 Financials 7.57%
4 Industrials 6.87%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$804K 0.31%
2,563
-89
77
$795K 0.3%
3,117
+47
78
$789K 0.3%
16,724
+16
79
$785K 0.3%
4,279
-114
80
$760K 0.29%
38,000
-3,000
81
$732K 0.28%
2,008
82
$731K 0.28%
3,455
+455
83
$729K 0.28%
9,401
-364
84
$714K 0.27%
11,314
-86
85
$703K 0.27%
4,383
-8
86
$686K 0.26%
10,557
+16
87
$685K 0.26%
3,052
+364
88
$667K 0.26%
4,477
+595
89
$654K 0.25%
6,452
-17
90
$636K 0.24%
6,123
-659
91
$628K 0.24%
18,585
+1,448
92
$616K 0.24%
30,757
93
$609K 0.23%
8,939
+489
94
$608K 0.23%
4,444
-4
95
$600K 0.23%
1,345
+177
96
$598K 0.23%
5,557
-22
97
$595K 0.23%
2,710
+368
98
$583K 0.22%
3,201
+115
99
$579K 0.22%
2,891
+389
100
$569K 0.22%
5,911
2 3
4
5 6