ACS

Archford Capital Strategies Portfolio holdings

AUM $782M
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$782M
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$4.57M
3 +$4.11M
4
KOF icon
Coca-Cola Femsa
KOF
+$3.83M
5
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
INFO
+$3.51M

Top Sells

1 +$3.26M
2 +$2.59M
3 +$2.58M
4
WINN icon
Harbor Long-Term Growers ETF
WINN
+$2.2M
5
LMT icon
Lockheed Martin
LMT
+$2.19M

Sector Composition

1 Technology 18.13%
2 Financials 8%
3 Consumer Staples 4.81%
4 Consumer Discretionary 4.06%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GPC icon
326
Genuine Parts
GPC
$18.6B
-1,754
IYW icon
327
iShares US Technology ETF
IYW
$22.1B
-10,197