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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$244K
3
+$236K
4
NEM icon
Newmont
NEM
+$220K
5
EFX icon
Equifax
EFX
+$219K

Top Sells

1
+$1.11M
2
+$681K
3
+$534K
4
SYK icon
Stryker
SYK
+$318K
5
HD icon
Home Depot
HD
+$292K

Sector Composition

1 Technology 22.4%
2 Healthcare 10.55%
3 Industrials 9.07%
4 Financials 8.56%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.14%
3,026
+214
152
$286K 0.14%
4,899
+19
153
$268K 0.13%
2,082
+3
154
$264K 0.13%
5,604
-9
155
$253K 0.12%
5,456
+334
156
$252K 0.12%
4,849
-246
157
$250K 0.12%
274
-2
158
$247K 0.12%
4,372
+16
159
$246K 0.12%
2,821
160
$246K 0.12%
1,890
161
$244K 0.12%
+5,125
162
$238K 0.12%
10,407
+181
163
$238K 0.12%
609
+24
164
$236K 0.11%
+1,732
165
$231K 0.11%
1,981
-16
166
$227K 0.11%
1,328
167
$220K 0.11%
+3,552
168
$220K 0.11%
785
-73
169
$220K 0.11%
1,057
170
$219K 0.11%
+750
171
$219K 0.11%
+1,915
172
$218K 0.11%
+2,336
173
$215K 0.1%
451
-65
174
$213K 0.1%
+2,340
175
$210K 0.1%
11,700
+1,900
4 5 6
7
8