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
$209M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.29M
3 +$1.21M
4
AAPL icon
Apple
AAPL
+$1.17M
5
PG icon
Procter & Gamble
PG
+$919K

Top Sells

1 +$3.94M
2 +$2.29M
3 +$1.27M
4
ORCL icon
Oracle
ORCL
+$1.06M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$981K

Sector Composition

1 Consumer Staples 13.31%
2 Industrials 12.45%
3 Financials 8.35%
4 Healthcare 7%
5 Technology 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-484
302
-10
303
-78
304
-292
305
-16
306
-50
307
-3,847
308
-246
309
-250
310
-1,261
311
-611
312
-607
313
-196
314
-144
315
-725
316
-82
317
-58
318
-3,323
319
-49
320
-186
321
-800
322
-186
323
-2,556
324
-2,685
325
-6