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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$244K
3
+$236K
4
NEM icon
Newmont
NEM
+$220K
5
EFX icon
Equifax
EFX
+$219K

Top Sells

1
+$1.11M
2
+$681K
3
+$534K
4
SYK icon
Stryker
SYK
+$318K
5
HD icon
Home Depot
HD
+$292K

Sector Composition

1 Technology 22.4%
2 Healthcare 10.55%
3 Industrials 9.07%
4 Financials 8.56%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$512K 0.25%
17,101
+19
102
$511K 0.25%
766
-7
103
$494K 0.24%
1,753
+117
104
$485K 0.23%
988
+67
105
$485K 0.23%
2,376
-150
106
$477K 0.23%
1,875
-72
107
$477K 0.23%
1,953
108
$475K 0.23%
4,167
+2
109
$465K 0.22%
6,645
+12
110
$454K 0.22%
4,335
111
$447K 0.22%
2,942
+3
112
$444K 0.21%
20,257
+175
113
$444K 0.21%
3,325
-625
114
$444K 0.21%
1,312
-273
115
$444K 0.21%
4,902
+58
116
$443K 0.21%
8,502
+54
117
$439K 0.21%
2,148
-231
118
$432K 0.21%
511
+20
119
$431K 0.21%
1,165
+62
120
$422K 0.2%
3,175
-80
121
$414K 0.2%
12,945
+113
122
$409K 0.2%
2,254
+114
123
$407K 0.2%
13,770
124
$406K 0.2%
5,352
+248
125
$405K 0.2%
1,503
-3
3 4
5
6 7