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
$256M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.85M
3
+$3.8M
4
PAYC icon
Paycom
PAYC
+$1.53M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.39M

Top Sells

1
+$2.34M
2
+$1.38M
3
+$1.35M
4
RTX icon
RTX Corp
RTX
+$1.19M
5
C icon
Citigroup
C
+$1.18M

Sector Composition

1 Technology 12.33%
2 Consumer Staples 9.44%
3 Healthcare 9.22%
4 Financials 6.89%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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