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
251
$26K 0.01%
+1,945
252
$26K 0.01%
+841
253
$25K 0.01%
+387
254
$25K 0.01%
+498
255
$24K 0.01%
+500
256
$24K 0.01%
+52
257
$24K 0.01%
+1,683
258
$24K 0.01%
+1,650
259
$24K 0.01%
+1,340
260
$24K 0.01%
+495
261
$24K 0.01%
+1,800
262
$23K 0.01%
+240
263
$23K 0.01%
+700
264
$23K 0.01%
+227
265
$23K 0.01%
+583
266
$22K 0.01%
+686
267
$22K 0.01%
+250
268
$22K 0.01%
+179
269
$22K 0.01%
+202
270
$22K 0.01%
+1,661
271
$22K 0.01%
+678
272
$21K 0.01%
+260
273
$21K 0.01%
+382
274
$21K 0.01%
+325
275
$21K 0.01%
+175
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