ACM

Allred Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$2.03M
3 +$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1 +$1.07M
2 +$623K
3 +$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-407
152
-1,516
153
-405
154
-29
155
-1,147
156
-1,103
157
-1,765
158
-62
159
-1,913
160
-2,034
161
-280
162
-2,110
163
-479
164
-2,601
165
-31
166
-16
167
-553
168
-324
169
-789
170
-66
171
-591
172
-21
173
-1,888
174
-193
175
-100