ACM
Allred Capital Management Portfolio holdings
AUM
$267M
1-Year Return
15.69%
This Quarter Return
+8.2%
1 Year Return
+15.69%
3 Year Return
+60.07%
5 Year Return
+117.66%
10 Year Return
–
AUM
$267M
AUM Growth
+$17.2M
(+6.9%)
Cap. Flow
+$2.58M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
41.59%
Holding
166
New
6
Increased
60
Reduced
70
Closed
11
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$7.28M |
| 2 |
GE Vernova
GEV
|
$954K |
| 3 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$658K |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$382K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$361K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.14M |
| 2 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$1.13M |
| 3 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$907K |
| 4 |
L3Harris
LHX
|
$700K |
| 5 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$533K |
Sector Composition
| 1 | Technology | 20.34% |
| 2 | Financials | 8.49% |
| 3 | Healthcare | 8.09% |
| 4 | Industrials | 7.16% |
| 5 | Consumer Staples | 6.26% |
