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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.02%
+263
227
$36K 0.02%
+3,913
228
$36K 0.02%
+658
229
$36K 0.02%
+500
230
$36K 0.02%
+969
231
$36K 0.02%
+523
232
$35K 0.01%
+404
233
$33K 0.01%
+707
234
$33K 0.01%
+3,000
235
$33K 0.01%
+875
236
$33K 0.01%
+1,766
237
$32K 0.01%
+900
238
$32K 0.01%
+326
239
$31K 0.01%
+1,600
240
$31K 0.01%
+331
241
$30K 0.01%
+322
242
$29K 0.01%
+163
243
$29K 0.01%
+1,652
244
$28K 0.01%
+674
245
$28K 0.01%
+354
246
$28K 0.01%
+1,700
247
$28K 0.01%
+527
248
$28K 0.01%
+565
249
$28K 0.01%
+710
250
$27K 0.01%
+130
8 9
10
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