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

Top Buys

1
+$4.67M
2
+$1.81M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.53M
5
AME icon
Ametek
AME
+$1.39M

Top Sells

1
+$1.75M
2
+$1.36M
3
+$1.31M
4
ADI icon
Analog Devices
ADI
+$1.22M
5
ADSK icon
Autodesk
ADSK
+$1.1M

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
– –
-9,614
277
– –
-1,304
278
– –
-1,797
279
– –
-2,169
8 9 10 11
12