ACM

Allred Capital Management Portfolio holdings

AUM $277M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$320K
2
+$224K
3
+$214K
4
IYW icon
iShares US Technology ETF
IYW
+$213K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$210K

Top Sells

1
+$1.07M
2
+$656K
3
+$534K
4
SYK icon
Stryker
SYK
+$312K
5
MMM icon
3M
MMM
+$288K

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
176
$207K 0.1%
+3,388
177
$206K 0.1%
1,131
-427
178
$203K 0.1%
+975
179
$202K 0.1%
+9,725
180
$200K 0.1%
+586
181
$112K 0.05%
687
+334
182
$104K 0.05%
18,000
183
$93K 0.05%
10,000
184
$53K 0.03%
53,238
-11,750
185
– –
-367
186
– –
-6,246
187
– –
-16,020
4 5 6 7
8