ACM

Allred Capital Management Portfolio holdings

AUM $277M
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$239K
3
+$220K
4
DOW icon
Dow Inc
DOW
+$216K
5
TXN icon
Texas Instruments
TXN
+$212K

Top Sells

1
+$651K
2
+$469K
3
+$448K
4
AVGO icon
Broadcom
AVGO
+$272K
5
CCI icon
Crown Castle
CCI
+$236K

Sector Composition

1 Technology 15.39%
2 Healthcare 11.54%
3 Industrials 8.56%
4 Financials 8.12%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.6K 0.01%
6,250
+1,000
152
$23.2K 0.01%
110,438
+63,200
153
– –
-1,635
154
– –
-3,109
155
– –
-19,761
156
– –
-9,650
157
– –
-4,536
158
– –
-6,432
159
– –
-3,146
3 4 5 6
7