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
$190M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$1.34M
3 +$1.04M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$669K
5
VFC icon
VF Corp
VFC
+$635K

Top Sells

1 +$2.31M
2 +$2.28M
3 +$2.14M
4
BND icon
Vanguard Total Bond Market
BND
+$1.96M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.85M

Sector Composition

1 Industrials 11.91%
2 Consumer Staples 8.56%
3 Financials 8.3%
4 Healthcare 6.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$20K 0.01%
+900
327
$20K 0.01%
+1,340
328
$19K 0.01%
+316
329
$19K 0.01%
+250
330
$18K 0.01%
+74
331
$18K 0.01%
+414
332
$18K 0.01%
+325
333
$17K 0.01%
+537
334
$17K 0.01%
+698
335
$17K 0.01%
+173
336
$16K 0.01%
+375
337
$15K 0.01%
+219
338
$15K 0.01%
+133
339
$15K 0.01%
+25
340
$15K 0.01%
+299
341
$15K 0.01%
+200
342
$15K 0.01%
+200
343
$14K 0.01%
+400
344
$14K 0.01%
+342
345
$14K 0.01%
+575
346
$14K 0.01%
+582
347
$14K 0.01%
+328
348
$14K 0.01%
+181
349
$14K 0.01%
+2,753
350
$14K 0.01%
+1,013