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
$437M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.03M
3
+$733K
4
VTV icon
Vanguard Value ETF
VTV
+$726K
5
VUG icon
Vanguard Growth ETF
VUG
+$575K

Top Sells

1
+$2.06M
2
+$966K
3
+$946K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$893K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$808K

Sector Composition

1 Technology 15.01%
2 Healthcare 5.59%
3 Financials 4.51%
4 Consumer Discretionary 4.35%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
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