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
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$5.59M
3
+$4.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.69M
5
MMM icon
3M
MMM
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.35%
2 Healthcare 12.58%
3 Industrials 11.02%
4 Financials 10.84%
5 Consumer Staples 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.2%
+6,119
127
$287K 0.19%
+3,990
128
$277K 0.19%
+6,392
129
$276K 0.18%
+5,413
130
$274K 0.18%
+7,910
131
$271K 0.18%
+11,682
132
$270K 0.18%
+5,797
133
$268K 0.18%
+4,368
134
$267K 0.18%
+10,435
135
$264K 0.18%
+12,881
136
$252K 0.17%
+3,356
137
$251K 0.17%
+4,496
138
$249K 0.17%
+2,214
139
$249K 0.17%
+3,056
140
$248K 0.17%
+6,703
141
$244K 0.16%
+4,258
142
$243K 0.16%
+4,834
143
$243K 0.16%
+6,233
144
$239K 0.16%
+1,480
145
$234K 0.16%
+2,200
146
$234K 0.16%
+2,061
147
$234K 0.16%
+2,629
148
$232K 0.16%
+8,547
149
$232K 0.16%
+2,446
150
$231K 0.15%
+5,614
3 4 5
6
7