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
$261M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$346K
3
+$280K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$236K
5
GEV icon
GE Vernova
GEV
+$235K

Top Sells

1
+$1.27M
2
+$446K
3
+$412K
4
MMM icon
3M
MMM
+$269K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$258K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.29%
3 Financials 7.57%
4 Industrials 6.87%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.21%
2,148
+5
102
$536K 0.21%
681
-19
103
$535K 0.21%
5,030
-190
104
$528K 0.2%
3,052
+11
105
$515K 0.2%
18,408
-40
106
$513K 0.2%
3,243
-367
107
$506K 0.19%
2,245
-2
108
$493K 0.19%
1,317
109
$488K 0.19%
4,303
+608
110
$478K 0.18%
2,898
111
$473K 0.18%
1,013
+177
112
$471K 0.18%
1,848
-26
113
$468K 0.18%
2,698
-186
114
$467K 0.18%
2,362
-59
115
$457K 0.18%
2,533
+3
116
$443K 0.17%
1,775
-36
117
$439K 0.17%
2,115
118
$434K 0.17%
6,634
-469
119
$428K 0.16%
4,792
+17
120
$418K 0.16%
3,585
121
$413K 0.16%
1,784
-53
122
$393K 0.15%
9,894
+43
123
$392K 0.15%
12,518
+15
124
$385K 0.15%
1,753
125
$379K 0.15%
1,675
-50
3 4
5
6 7