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
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$720K
3
+$691K
4
CHRW icon
C.H. Robinson
CHRW
+$662K
5
DIS icon
Walt Disney
DIS
+$573K

Top Sells

1
+$835K
2
+$640K
3
+$352K
4
MON
Monsanto Co
MON
+$286K
5
ADP icon
Automatic Data Processing
ADP
+$161K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
175
352
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50
353
$4K ﹤0.01%
32
-6
354
$4K ﹤0.01%
314
355
$4K ﹤0.01%
42
+28
356
$4K ﹤0.01%
105
+23
357
$4K ﹤0.01%
35
358
$4K ﹤0.01%
592
-464
359
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170
-371
360
$4K ﹤0.01%
7,024
361
$4K ﹤0.01%
178
362
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35
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363
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36
364
– –
0
365
$3K ﹤0.01%
37
366
$3K ﹤0.01%
19
367
$3K ﹤0.01%
32
368
$3K ﹤0.01%
67
+14
369
$3K ﹤0.01%
98
370
$3K ﹤0.01%
42
371
$3K ﹤0.01%
160
372
$3K ﹤0.01%
144
+32
373
$3K ﹤0.01%
66
374
$3K ﹤0.01%
47
375
$3K ﹤0.01%
63
13 14
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