ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
This Quarter Return
+1.15%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$661M
AUM Growth
+$661M
(-0.4%)
Cap. Flow
+$5.57M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
273
New
19
Increased
130
Reduced
92
Closed
7
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.9M |
| 2 |
Columbia Research Enhanced Core ETF
RECS
|
$2.81M |
| 3 |
Dimensional US Core Equity 1 ETF
DCOR
|
$2.79M |
| 4 |
Arista Networks
ANET
|
$2.54M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.41M |
Top Sells
Sector Composition
| 1 | Technology | 16.6% |
| 2 | Financials | 4.63% |
| 3 | Healthcare | 4.02% |
| 4 | Industrials | 3.34% |
| 5 | Consumer Discretionary | 3.13% |
