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ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K 0.01%
78
302
$9K 0.01%
213
+2
303
$9K 0.01%
257
304
$9K 0.01%
4,095
+3,690
305
$9K 0.01%
296
306
$9K 0.01%
828
307
$9K 0.01%
185
308
$9K 0.01%
272
309
$9K 0.01%
303
310
$9K 0.01%
115
-5
311
$8K 0.01%
190
312
$8K 0.01%
85
313
$8K 0.01%
+200
314
$8K 0.01%
75
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315
$8K 0.01%
96
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316
$8K 0.01%
300
317
$7K 0.01%
180
318
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161
319
$7K 0.01%
1,000
320
$7K 0.01%
310
321
$6K ﹤0.01%
101
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322
$6K ﹤0.01%
60
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323
$6K ﹤0.01%
126
324
$6K ﹤0.01%
147
+10
325
$6K ﹤0.01%
188
11 12
13
14 15