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

Top Buys

1 +$748K
2 +$720K
3 +$691K
4
CHRW icon
C.H. Robinson
CHRW
+$662K
5
DIS icon
Walt Disney
DIS
+$573K

Top Sells

1 +$835K
2 +$640K
3 +$352K
4
MON
Monsanto Co
MON
+$286K
5
ADP icon
Automatic Data Processing
ADP
+$161K

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
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$9K 0.01%
+225
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256
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600
304
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296
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$6K ﹤0.01%
188
+87
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$6K ﹤0.01%
139