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
$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
126
$375K 0.14%
4,807
+109
127
$371K 0.14%
2,603
+74
128
$370K 0.14%
958
+7
129
$367K 0.14%
2,984
+5
130
$362K 0.14%
8,719
-546
131
$352K 0.14%
7,347
+1,582
132
$348K 0.13%
5,779
+21
133
$345K 0.13%
1,502
+25
134
$316K 0.12%
6,321
-380
135
$316K 0.12%
1,469
136
$315K 0.12%
1,220
+222
137
$312K 0.12%
815
+30
138
$300K 0.12%
7,662
+110
139
$296K 0.11%
3,314
140
$294K 0.11%
2,132
+101
141
$287K 0.11%
8,580
-126
142
$286K 0.11%
1,182
-26
143
$284K 0.11%
5,269
+7
144
$284K 0.11%
8,437
+12
145
$282K 0.11%
5,948
+523
146
$281K 0.11%
2,864
+196
147
$280K 0.11%
+9,318
148
$273K 0.1%
2,264
+4
149
$263K 0.1%
549
150
$248K 0.1%
835
3 4 5
6
7