ACM
Allred Capital Management Portfolio holdings
AUM
$267M
1-Year Return
15.69%
This Quarter Return
+4%
1 Year Return
+15.69%
3 Year Return
+60.07%
5 Year Return
+117.66%
10 Year Return
–
AUM
$175M
AUM Growth
-$195K
(-0.11%)
Cap. Flow
-$6.32M
Cap. Flow
% of AUM
-3.6%
Top 10 Holdings %
Top 10 Hldgs %
30.48%
Holding
194
New
6
Increased
54
Reduced
93
Closed
16
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.77M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$440K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$381K |
| 4 |
Helios Technologies
HLIO
|
$229K |
| 5 |
APC
Anadarko Petroleum
APC
|
$214K |
Top Sells
| 1 |
Pacer Trendpilot US Mid Cap ETF
PTMC
|
$787K |
| 2 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$736K |
| 3 |
Tyler Technologies
TYL
|
$715K |
| 4 |
Kratos Defense & Security Solutions
KTOS
|
$381K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$332K |
Sector Composition
| 1 | Technology | 14.33% |
| 2 | Healthcare | 12.07% |
| 3 | Industrials | 10.65% |
| 4 | Financials | 10.35% |
| 5 | Consumer Staples | 8.59% |
