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
$183M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$432K
3
+$369K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$350K
5
MS icon
Morgan Stanley
MS
+$277K

Top Sells

1
+$445K
2
+$383K
3
+$371K
4
SYK icon
Stryker
SYK
+$312K
5
V icon
Visa
V
+$227K

Sector Composition

1 Technology 20.21%
2 Healthcare 11.93%
3 Industrials 9.86%
4 Financials 8.57%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.18%
718
-134
127
$333K 0.18%
7,501
+25
128
$329K 0.18%
2,074
+43
129
$327K 0.18%
3,587
+464
130
$322K 0.18%
8,091
+69
131
$314K 0.17%
2,041
-19
132
$311K 0.17%
7,587
+11
133
$306K 0.17%
3,245
-13
134
$304K 0.17%
1,739
-4
135
$303K 0.17%
1,695
+146
136
$302K 0.16%
3,371
-282
137
$301K 0.16%
2,090
-10
138
$297K 0.16%
13,770
139
$295K 0.16%
2,988
+83
140
$294K 0.16%
408
141
$291K 0.16%
1,193
+81
142
$286K 0.16%
9,639
+17
143
$277K 0.15%
+4,054
144
$276K 0.15%
1,714
-66
145
$269K 0.15%
8,888
+3
146
$266K 0.15%
2,204
-186
147
$265K 0.14%
1,755
148
$263K 0.14%
862
-9
149
$261K 0.14%
4,465
-10
150
$260K 0.14%
+5,125
4 5
6
7 8