ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
This Quarter Return
+5.83%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$664M
AUM Growth
+$664M
(+7.6%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
29.81%
Holding
266
New
8
Increased
100
Reduced
120
Closed
12
Top Buys
| 1 |
Broadcom
AVGO
|
$6.35M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$5.23M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.77M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.4M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.37M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$612K |
| 2 |
Apple
AAPL
|
$405K |
| 3 |
Blackrock
BLK
|
$378K |
| 4 |
Home Depot
HD
|
$322K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$298K |
Sector Composition
| 1 | Technology | 15.38% |
| 2 | Healthcare | 4.52% |
| 3 | Financials | 4.24% |
| 4 | Industrials | 3.47% |
| 5 | Consumer Discretionary | 2.97% |
