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
$221M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.51M
3
+$806K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$492K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$456K

Top Sells

1
+$1.81M
2
+$913K
3
+$628K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$619K
5
T icon
AT&T
T
+$269K

Sector Composition

1 Technology 19.94%
2 Healthcare 11.53%
3 Industrials 10.26%
4 Financials 8.88%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.22%
3,572
-16
102
$484K 0.22%
3,880
-578
103
$478K 0.22%
2,159
+3
104
$477K 0.22%
21,652
+3,383
105
$473K 0.21%
6,914
-28
106
$470K 0.21%
8,694
-1,810
107
$463K 0.21%
17,040
-31
108
$461K 0.21%
2,288
+214
109
$456K 0.21%
+5,786
110
$454K 0.21%
4,110
-68
111
$448K 0.2%
8,153
+62
112
$444K 0.2%
6,052
-206
113
$441K 0.2%
7,221
-838
114
$437K 0.2%
3,290
-301
115
$434K 0.2%
3,024
+225
116
$429K 0.19%
4,335
-940
117
$420K 0.19%
13,059
+6
118
$419K 0.19%
2,295
+255
119
$418K 0.19%
4,590
120
$413K 0.19%
3,498
-536
121
$410K 0.19%
7,885
-690
122
$409K 0.18%
13,770
123
$400K 0.18%
5,343
-1,366
124
$392K 0.18%
2,491
-95
125
$384K 0.17%
+7,823
3 4
5
6 7