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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.49K 0.01%
334
+160
302
$9.44K 0.01%
+414
303
$9.32K 0.01%
296
304
$9.32K 0.01%
600
305
$9.15K 0.01%
185
306
$9.02K 0.01%
211
+1
307
$8.9K 0.01%
150
308
$8.89K 0.01%
241
309
$8.86K 0.01%
190
310
$8.45K 0.01%
1,000
311
$8.26K 0.01%
449
+224
312
$8.07K 0.01%
250
313
$7.7K 0.01%
300
314
$7.61K 0.01%
105
315
$7.53K 0.01%
310
316
$7.47K 0.01%
+180
317
$7.47K 0.01%
85
318
$7.32K 0.01%
300
319
$7.31K 0.01%
257
-62
320
$7.05K ﹤0.01%
188
321
$6.97K ﹤0.01%
+126
322
$6.84K ﹤0.01%
+55
323
$6.59K ﹤0.01%
139
324
$6.22K ﹤0.01%
133
-299
325
$6.08K ﹤0.01%
161
+12
11 12
13
14 15