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
$250M
AUM Growth
-$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$865K
2 +$552K
3 +$317K
4
APH icon
Amphenol
APH
+$243K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$189K

Top Sells

1 +$1.86M
2 +$863K
3 +$824K
4
ASML icon
ASML
ASML
+$805K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$716K

Sector Composition

1 Technology 17.98%
2 Healthcare 9.41%
3 Financials 9.2%
4 Industrials 6.88%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,732
177
-5,040