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
$182M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$252K
3
+$230K
4
DOW icon
Dow Inc
DOW
+$223K
5
APD icon
Air Products & Chemicals
APD
+$216K

Top Sells

1
+$663K
2
+$469K
3
+$448K
4
AVGO icon
Broadcom
AVGO
+$303K
5
CCI icon
Crown Castle
CCI
+$236K

Sector Composition

1 Technology 15.39%
2 Healthcare 11.54%
3 Industrials 8.56%
4 Financials 8.12%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.19%
4,086
+18
102
$347K 0.19%
5,656
+17
103
$340K 0.19%
2,508
+5
104
$337K 0.19%
1,581
-100
105
$335K 0.18%
1,609
-4
106
$326K 0.18%
5,545
-29
107
$319K 0.18%
3,820
+93
108
$315K 0.17%
1,953
109
$314K 0.17%
4,202
110
$308K 0.17%
2,372
-2
111
$305K 0.17%
1,510
-1
112
$303K 0.17%
427
+22
113
$301K 0.17%
9,083
-51
114
$299K 0.16%
1,460
-4
115
$299K 0.16%
2,020
+251
116
$297K 0.16%
13,770
117
$289K 0.16%
2,345
-18
118
$288K 0.16%
523
-7
119
$279K 0.15%
9,002
+6
120
$276K 0.15%
4,015
+5
121
$275K 0.15%
2,280
-111
122
$272K 0.15%
2,182
-178
123
$270K 0.15%
1,460
124
$268K 0.15%
690
-200
125
$262K 0.14%
6,240
+170
3 4
5
6 7