ACS
Archford Capital Strategies Portfolio holdings
AUM
$858M
1-Year Est. Return
21.29%
This Fund
S&P 500
1 Year Est. Return
+21.29%
AUM
$858M
AUM Growth
+$18.1M
(+2.2%)
Holding
351
Top Buys
| 1 | +$3.56M | |
| 2 | +$3.36M | |
| 3 | +$3.27M | |
| 4 |
Banco Bilbao Vizcaya Argentaria
BBVA
|
+$2.95M |
| 5 |
Novartis
NVS
|
+$2.66M |
Top Sells
| 1 | +$4.2M | |
| 2 | +$3.76M | |
| 3 | +$3.15M | |
| 4 |
Harbor International Compounders ETF
OSEA
|
+$2.31M |
| 5 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$2.24M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Financials | 8.15% |
| 3 | Communication Services | 3.82% |
| 4 | Consumer Discretionary | 3.73% |
| 5 | Healthcare | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Elastic
ESTC
$5.49B
| – | – |
-3,172
|
|