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
126
$262K 0.14%
1,868
-28
127
$259K 0.14%
3,011
-625
128
$258K 0.14%
2,844
129
$257K 0.14%
2,045
+3
130
$252K 0.14%
+589
131
$249K 0.14%
1,978
-11
132
$248K 0.14%
1,217
-7
133
$244K 0.13%
1,355
-116
134
$239K 0.13%
962
-5
135
$235K 0.13%
4,025
-237
136
$235K 0.13%
1,118
-440
137
$235K 0.13%
947
138
$231K 0.13%
1,464
+1
139
$230K 0.13%
1,544
+50
140
$230K 0.13%
+3,386
141
$223K 0.12%
+4,428
142
$216K 0.12%
+700
143
$212K 0.12%
+633
144
$211K 0.12%
+1,274
145
$206K 0.11%
+1,865
146
$205K 0.11%
+6,102
147
$200K 0.11%
+1,732
148
$163K 0.09%
12,800
149
$125K 0.07%
1,287
+234
150
$73.6K 0.04%
18,000
3 4 5
6
7