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
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.17%
2,958
+156
127
$216K 0.17%
4,783
-1,462
128
$215K 0.17%
345
+245
129
$201K 0.16%
1,860
+2
130
$196K 0.15%
+12,881
131
$186K 0.14%
15,500
132
$73K 0.06%
10,724
+4,128
133
$69K 0.05%
188
+28
134
$55K 0.04%
11,450
-200
135
$18K 0.01%
24,995
136
$15K 0.01%
20,528
-3,600
137
– –
-627
138
– –
-750
139
– –
-1,000
140
– –
-1,000
141
– –
-2,220
142
– –
-53
143
– –
-30
144
– –
-2,234
145
– –
-333
146
– –
-1,536
147
– –
-28
148
– –
-90
149
– –
-100
150
– –
-2,000
4 5
6
7 8