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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.17K ﹤0.01%
+292
352
$4.1K ﹤0.01%
105
353
$4.1K ﹤0.01%
34
354
$4.07K ﹤0.01%
86
-26
355
$4.04K ﹤0.01%
178
356
$3.97K ﹤0.01%
70
357
$3.95K ﹤0.01%
81
358
$3.88K ﹤0.01%
29
359
$3.79K ﹤0.01%
98
360
$3.73K ﹤0.01%
175
361
$3.73K ﹤0.01%
38
362
$3.69K ﹤0.01%
36
-6
363
$3.62K ﹤0.01%
98
364
$3.62K ﹤0.01%
51
-25
365
$3.62K ﹤0.01%
137
+83
366
$3.62K ﹤0.01%
500
367
$3.61K ﹤0.01%
38
368
$3.58K ﹤0.01%
100
369
$3.57K ﹤0.01%
122
+20
370
$3.56K ﹤0.01%
20
371
$3.55K ﹤0.01%
141
372
$3.54K ﹤0.01%
38
373
$3.5K ﹤0.01%
25
-206
374
$3.46K ﹤0.01%
40
375
$3.44K ﹤0.01%
147
13 14
15
16 17