ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.06M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.51M
5
AZN icon
AstraZeneca
AZN
+$2.14M

Top Sells

1
+$2.2M
2
+$1.89M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.1M
5
PFG icon
Principal Financial Group
PFG
+$1.09M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$60K 0.02%
+2,385
277
$58K 0.02%
+1,269
278
$58K 0.02%
737
+493
279
$56K 0.02%
725
280
$56K 0.02%
1,117
-1,646
281
$55K 0.02%
1,586
+1,559
282
$54K 0.02%
412
283
$53K 0.02%
+856
284
$52K 0.02%
+2,572
285
$52K 0.02%
1,150
+150
286
$51K 0.02%
1,731
287
$50K 0.02%
+400
288
$49K 0.02%
2,113
+1
289
$48K 0.02%
444
+69
290
$48K 0.02%
427
-109
291
$46K 0.02%
+1,835
292
$45K 0.02%
650
293
$45K 0.02%
5,625
294
$45K 0.02%
1,054
295
$44K 0.02%
1,100
296
$44K 0.02%
2,037
+91
297
$43K 0.02%
1,745
+1,050
298
$41K 0.02%
650
299
$40K 0.02%
816
300
$39K 0.01%
322
-20
10 11
12
13 14