ACM

Allred Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$671K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$627K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$1.07M
2
+$623K
3
+$613K
4
WFC icon
Wells Fargo
WFC
+$567K
5
XOM icon
Exxon Mobil
XOM
+$525K

Sector Composition

1 Technology 17.81%
2 Healthcare 12.42%
3 Financials 9.53%
4 Consumer Staples 8.96%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 7.86%
64,235
-3,950
2
$8.63M 6.7%
159,838
+37,550
3
$8M 6.2%
77,369
+21,736
4
$4.54M 3.52%
27,265
-6,421
5
$4.26M 3.3%
32,499
-1,917
6
$3.32M 2.57%
80,380
+16,260
7
$3.07M 2.38%
48,324
+9,276
8
$2.61M 2.03%
14,288
+3,431
9
$2.44M 1.9%
8,244
-1,131
10
$2.29M 1.78%
20,092
-2,999
11
$1.92M 1.49%
43,298
-2,695
12
$1.91M 1.48%
104,149
-1,067
13
$1.89M 1.46%
34,865
-4,791
14
$1.75M 1.36%
14,614
+112
15
$1.75M 1.36%
15,959
+83
16
$1.74M 1.35%
32,375
+606
17
$1.74M 1.35%
23,634
-712
18
$1.6M 1.24%
16,440
+3,200
19
$1.54M 1.19%
25,891
-3,151
20
$1.49M 1.15%
39,300
-3,750
21
$1.45M 1.12%
15,001
-626
22
$1.35M 1.05%
9,566
-846
23
$1.32M 1.03%
16,467
+7,012
24
$1.32M 1.03%
4,640
-347
25
$1.31M 1.02%
7,018
+312
1
2 3 4 5