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
326
$29K 0.01%
1,346
-1,027
327
$29K 0.01%
855
328
$29K 0.01%
+2,463
329
$29K 0.01%
900
330
$29K 0.01%
912
-4,004
331
$28K 0.01%
1,700
332
$28K 0.01%
532
+4
333
$27K 0.01%
333
-358
334
$27K 0.01%
+1,072
335
$26K 0.01%
1,000
336
$26K 0.01%
+3,000
337
$26K 0.01%
354
338
$26K 0.01%
331
339
$26K 0.01%
628
340
$26K 0.01%
710
341
$25K 0.01%
+1,034
342
$25K 0.01%
1,945
343
$25K 0.01%
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344
$25K 0.01%
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345
$25K 0.01%
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346
$24K 0.01%
1,174
347
$24K 0.01%
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348
$24K 0.01%
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349
$23K 0.01%
303
350
$23K 0.01%
190
12 13
14
15 16