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
251
$20.3K 0.01%
173
-7
252
$19.6K 0.01%
+630
253
$19.1K 0.01%
292
-12,281
254
$19K 0.01%
299
-12,510
255
$18.8K 0.01%
250
256
$18.6K 0.01%
200
257
$18.2K 0.01%
207
258
$17.3K 0.01%
713
259
$17.2K 0.01%
495
-1,988
260
$17.1K 0.01%
573
+120
261
$16.9K 0.01%
211
-228
262
$16.9K 0.01%
+25
263
$16.3K 0.01%
636
+18
264
$16.3K 0.01%
198
-837
265
$15.9K 0.01%
1,975
266
$15.8K 0.01%
228
267
$15.8K 0.01%
1,625
+41
268
$15.4K 0.01%
341
269
$14.9K 0.01%
452
270
$14.6K 0.01%
300
271
$14.4K 0.01%
442
+3
272
$14.4K 0.01%
475
273
$14.2K 0.01%
2,433
+76
274
$14.1K 0.01%
328
275
$13.9K 0.01%
342
9 10
11
12 13