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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
Procter & Gamble
PG
+$1.11M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$39K 0.01%
+4,019
302
$39K 0.01%
430
-279
303
$39K 0.01%
40
304
$38K 0.01%
376
305
$38K 0.01%
1,400
306
$38K 0.01%
634
-308
307
$38K 0.01%
554
308
$37K 0.01%
698
+192
309
$37K 0.01%
213
310
$36K 0.01%
+4,000
311
$35K 0.01%
510
-400
312
$34K 0.01%
+750
313
$33K 0.01%
969
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314
$33K 0.01%
2,362
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315
$33K 0.01%
1,650
316
$33K 0.01%
669
317
$32K 0.01%
649
-5,389
318
$32K 0.01%
263
319
$32K 0.01%
707
320
$31K 0.01%
1,207
+1,007
321
$30K 0.01%
984
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322
$30K 0.01%
1,661
323
$29K 0.01%
1,282
324
$29K 0.01%
+177
325
$29K 0.01%
785
+775
11 12
13
14 15