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
$183M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$432K
3
+$369K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$350K
5
MS icon
Morgan Stanley
MS
+$277K

Top Sells

1
+$445K
2
+$383K
3
+$371K
4
SYK icon
Stryker
SYK
+$312K
5
V icon
Visa
V
+$227K

Sector Composition

1 Technology 20.21%
2 Healthcare 11.93%
3 Industrials 9.86%
4 Financials 8.57%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$453K 0.25%
3,588
+3
102
$451K 0.25%
8,382
+2
103
$447K 0.24%
15,206
+346
104
$445K 0.24%
2,156
+5
105
$432K 0.24%
+2,040
106
$428K 0.23%
9,080
-230
107
$422K 0.23%
6,258
-70
108
$413K 0.23%
1,552
+109
109
$409K 0.22%
2,008
-209
110
$398K 0.22%
2,586
-64
111
$394K 0.22%
4,034
+1
112
$394K 0.22%
13,053
-1,047
113
$394K 0.22%
8,575
114
$393K 0.21%
1,951
-137
115
$391K 0.21%
2,468
116
$385K 0.21%
2,898
117
$382K 0.21%
2,979
+4
118
$375K 0.2%
8,059
+389
119
$372K 0.2%
17,071
+26
120
$369K 0.2%
+2,799
121
$365K 0.2%
5,347
+359
122
$362K 0.2%
508
+12
123
$361K 0.2%
8,166
+21
124
$358K 0.2%
4,590
125
$357K 0.19%
18,269
+142
3 4
5
6 7