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
$189M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$1.24M
3
+$851K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$516K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$433K

Top Sells

1
+$2.42M
2
+$1.66M
3
+$1.25M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$768K
5
NVDA icon
NVIDIA
NVDA
+$604K

Sector Composition

1 Technology 20.07%
2 Healthcare 11.24%
3 Financials 9.13%
4 Industrials 9.06%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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