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
276
$21K 0.01%
+397
277
$21K 0.01%
+379
278
$21K 0.01%
+276
279
$21K 0.01%
+375
280
$21K 0.01%
+570
281
$21K 0.01%
+366
282
$20K 0.01%
+230
283
$20K 0.01%
+199
284
$20K 0.01%
+840
285
$20K 0.01%
+3,015
286
$20K 0.01%
+342
287
$19K 0.01%
+294
288
$19K 0.01%
+320
289
$19K 0.01%
+1,043
290
$18K 0.01%
+207
291
$18K 0.01%
+460
292
$18K 0.01%
+1,478
293
$18K 0.01%
+153
294
$18K 0.01%
+158
295
$17K 0.01%
+100
296
$17K 0.01%
+1,132
297
$17K 0.01%
+250
298
$16K 0.01%
+50
299
$16K 0.01%
+396
300
$16K 0.01%
+284
10 11
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