ACM
Allred Capital Management Portfolio holdings
AUM
$267M
1-Year Est. Return
15.69%
1 Year Est. Return
+15.69%
AUM
$267M
AUM Growth
+$17.2M
(+6.9%)
Holding
166
Top Buys
| 1 | +$7.28M | |
| 2 | +$954K | |
| 3 | +$658K | |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$382K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$361K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$1.13M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Select Dividend ETF
DVY
$20.6B
| $216K | 0.08% |
1,633
-564
|
|
||
152
Pure Storage
PSTG
$30.2B
| $210K | 0.08% |
+3,650
|
|
||
153
KLA
KLAC
$146B
| $208K | 0.08% |
+231
|
|
||
154
CSX Corp
CSX
$68.2B
| $205K | 0.08% |
6,285
-1,019
|
|
||
|
ASBP
155
Aspire Biopharma
ASBP
$16.9M
| $3.01K | ﹤0.01% |
+11,185
|
|
||
156
Comcast
CMCSA
$109B
| – | – |
-6,029
|
|
||
157
Eastman Chemical
EMN
$7.04B
| – | – |
-2,694
|
|
||
158
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.46B
| – | – |
-5,734
|
|
||
159
Kenvue
KVUE
$29.3B
| – | – |
-9,854
|
|
||
|
160
L3Harris
LHX
$53.1B
| – | – |
-3,344
|
|
||
161
Oneok
OKE
$42.9B
| – | – |
-2,817
|
|
||
|
162
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$731M
| – | – |
-17,932
|
|
||
163
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.28B
| – | – |
-32,951
|
|
||
164
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$121M
| – | – |
-78,220
|
|
||
165
Thermo Fisher Scientific
TMO
$204B
| – | – |
-409
|
|
||
166
X4 Pharmaceuticals
XFOR
$66.7M
| – | – |
-385
|
|