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
$243M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.18M
4
TGT icon
Target
TGT
+$2M
5
PM icon
Philip Morris
PM
+$1.79M

Top Sells

1
+$1.17M
2
+$1.02M
3
+$729K
4
ABBV icon
AbbVie
ABBV
+$407K
5
XOM icon
Exxon Mobil
XOM
+$358K

Sector Composition

1 Industrials 12.25%
2 Consumer Staples 12.02%
3 Financials 8.52%
4 Healthcare 7.24%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$21K 0.01%
900
327
$20K 0.01%
327
+2
328
$20K 0.01%
4,500
329
$20K 0.01%
382
330
$20K 0.01%
1,340
331
$20K 0.01%
564
+211
332
$20K 0.01%
495
333
$19K 0.01%
146
-2,752
334
$18K 0.01%
540
+3
335
$18K 0.01%
244
-16
336
$18K 0.01%
52
337
$17K 0.01%
375
338
$17K 0.01%
173
339
$16K 0.01%
54
-20
340
$16K 0.01%
325
341
$15K 0.01%
117
+14
342
$15K 0.01%
414
343
$15K 0.01%
+753
344
$15K 0.01%
1,013
345
$15K 0.01%
+999
346
$15K 0.01%
144
+134
347
$15K 0.01%
299
348
$14K 0.01%
400
349
$14K 0.01%
342
350
$14K 0.01%
575
12 13
14
15 16