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
101
$294K 0.23%
2,763
-1,598
102
$291K 0.23%
2,898
103
$288K 0.22%
17,158
104
$286K 0.22%
13,724
+5,910
105
$282K 0.22%
2,142
-284
106
$281K 0.22%
2,945
-245
107
$271K 0.21%
2,427
-381
108
$271K 0.21%
2,965
-542
109
$271K 0.21%
3,279
+889
110
$269K 0.21%
2,040
-2,063
111
$267K 0.21%
3,241
+1
112
$265K 0.21%
11,200
+4,280
113
$257K 0.2%
7,365
+315
114
$256K 0.2%
8,094
-567
115
$253K 0.2%
13,770
116
$252K 0.2%
7,381
-205
117
$247K 0.19%
+3,964
118
$244K 0.19%
62,000
+22,000
119
$237K 0.18%
3,291
-208
120
$234K 0.18%
9,628
-183
121
$230K 0.18%
17,097
-1,028
122
$229K 0.18%
11,994
-1,605
123
$225K 0.17%
5,093
+3,386
124
$223K 0.17%
4,455
-230
125
$220K 0.17%
2,575
-503
3 4
5
6 7