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
$202M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$812K
3
+$354K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$249K
5
GLD icon
SPDR Gold Trust
GLD
+$197K

Top Sells

1
+$1.08M
2
+$979K
3
+$506K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$486K
5
SYK icon
Stryker
SYK
+$473K

Sector Composition

1 Technology 21.06%
2 Healthcare 11.09%
3 Industrials 10.19%
4 Financials 8.9%
5 Consumer Staples 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.1%
850
177
$202K 0.1%
575
+6
178
$200K 0.1%
692
179
$135K 0.07%
73,788
+9,785
180
$103K 0.05%
10,000
181
$84K 0.04%
213
+33
182
$76K 0.04%
+12,000
183
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