ACS

Archford Capital Strategies Portfolio holdings

AUM $840M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.3K 0.02%
1,945
227
$27.2K 0.02%
1,269
228
$27.1K 0.02%
460
229
$27.1K 0.02%
1,155
+1,027
230
$27.1K 0.02%
2,192
231
$26.2K 0.02%
1,000
232
$25.2K 0.02%
644
233
$25.2K 0.02%
+276
234
$25K 0.02%
4,344
235
$24.8K 0.02%
229
-44
236
$24.7K 0.02%
707
+539
237
$24.6K 0.02%
967
238
$24.3K 0.02%
1,800
239
$24.2K 0.02%
500
240
$23.4K 0.02%
611
+598
241
$23.3K 0.02%
563
-132
242
$23.3K 0.02%
1,592
243
$22.7K 0.02%
334
+316
244
$22.6K 0.02%
1,340
245
$22.5K 0.02%
331
246
$22.4K 0.02%
432
247
$21.9K 0.02%
250
248
$21.8K 0.02%
900
249
$21.4K 0.01%
476
+90
250
$20.8K 0.01%
382
+366
8 9
10
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