ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$4.08M
3
+$3.26M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$2.41M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$2.31M

Top Sells

1
+$19.6M
2
+$2.9M
3
+$2.08M
4
UL icon
Unilever
UL
+$1.7M
5
MSFT icon
Microsoft
MSFT
+$1.7M

Sector Composition

1 Technology 14.45%
2 Healthcare 5.45%
3 Financials 4.02%
4 Industrials 3.71%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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