ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.29M
3 +$1.21M
4
AAPL icon
Apple
AAPL
+$1.17M
5
PG icon
Procter & Gamble
PG
+$919K

Top Sells

1 +$3.94M
2 +$2.29M
3 +$1.27M
4
ORCL icon
Oracle
ORCL
+$1.06M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$981K

Sector Composition

1 Consumer Staples 13.31%
2 Industrials 12.45%
3 Financials 8.35%
4 Healthcare 7%
5 Technology 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-34
277
-1,000
278
-234
279
-66
280
-19
281
-100
282
-620
283
-200
284
-26
285
-680
286
-88
287
-1,500
288
-28
289
-17
290
-250
291
-170
292
-74
293
-2,114
294
-2,821
295
-1,168
296
-24
297
-510
298
-87
299
-1,606
300
-15