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
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1 +$813K
2 +$707K
3 +$693K
4
CHRW icon
C.H. Robinson
CHRW
+$664K
5
DIS icon
Walt Disney
DIS
+$568K

Top Sells

1 +$1.36M
2 +$852K
3 +$644K
4
CVX icon
Chevron
CVX
+$376K
5
MON
Monsanto Co
MON
+$297K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
+225
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296
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190
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256
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600
306
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221
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319
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200
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65
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101
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$6K ﹤0.01%
188
+87
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$6K ﹤0.01%
139