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
$617M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.89M
3
+$1.7M
4
AME icon
Ametek
AME
+$1.44M
5
AAPL icon
Apple
AAPL
+$1.35M

Top Sells

1
+$1.69M
2
+$1.36M
3
+$1.27M
4
ADI icon
Analog Devices
ADI
+$1.14M
5
UNP icon
Union Pacific
UNP
+$1.13M

Sector Composition

1 Technology 15.46%
2 Healthcare 4.55%
3 Financials 4.21%
4 Industrials 3.3%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-13,326
277
– –
-18,979
278
– –
-9,614
279
– –
-1,304
8 9 10 11
12