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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
Procter & Gamble
PG
+$1.11M

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%
1,117
-1,646
280
$56K 0.02%
725
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%
1,054
293
$45K 0.02%
650
294
$45K 0.02%
5,625
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
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