ACM

Allred Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 15.93%
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.51M
3
+$806K
4
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$492K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$456K

Top Sells

1
+$1.81M
2
+$913K
3
+$628K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$619K
5
T icon
AT&T
T
+$269K

Sector Composition

1 Technology 19.94%
2 Healthcare 11.53%
3 Industrials 10.26%
4 Financials 8.88%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$160K 0.07%
+1,185
202
$160K 0.07%
+6,564
203
$157K 0.07%
+3,516
204
$156K 0.07%
+1,900
205
$155K 0.07%
+1,014
206
$154K 0.07%
+850
207
$153K 0.07%
+322
208
$153K 0.07%
+4,775
209
$152K 0.07%
+5,604
210
$152K 0.07%
+707
211
$149K 0.07%
+985
212
$149K 0.07%
+789
213
$146K 0.07%
+126
214
$145K 0.07%
+1,096
215
$143K 0.06%
+1,108
216
$143K 0.06%
+8,759
217
$136K 0.06%
+3,743
218
$136K 0.06%
+1,230
219
$135K 0.06%
+2,256
220
$135K 0.06%
+3,467
221
$134K 0.06%
+3,097
222
$131K 0.06%
+1,767
223
$130K 0.06%
+2,668
224
$130K 0.06%
+793
225
$130K 0.06%
+464
7 8
9
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