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
$617M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.81M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.53M
5
AME icon
Ametek
AME
+$1.39M

Top Sells

1
+$1.75M
2
+$1.36M
3
+$1.31M
4
ADI icon
Analog Devices
ADI
+$1.22M
5
ADSK icon
Autodesk
ADSK
+$1.1M

Sector Composition

1 Technology 15.46%
2 Healthcare 4.55%
3 Financials 4.21%
4 Industrials 3.3%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$271K 0.04%
+6,808
227
$266K 0.04%
4,442
-27
228
$263K 0.04%
951
-17
229
$262K 0.04%
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230
$261K 0.04%
+332
231
$261K 0.04%
+12,169
232
$254K 0.04%
2,510
-17,314
233
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1,249
-217
234
$245K 0.04%
6,425
-50
235
$240K 0.04%
1,237
236
$231K 0.04%
6,478
237
$229K 0.04%
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238
$222K 0.04%
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239
$218K 0.04%
7,709
240
$215K 0.03%
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241
$213K 0.03%
+8,580
242
$213K 0.03%
891
243
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244
$213K 0.03%
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245
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246
$211K 0.03%
6,822
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247
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248
$207K 0.03%
16,274
+2,639
249
$207K 0.03%
11,574
250
$206K 0.03%
2,345
8 9
10
11 12