ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
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
+$3.89M
2
+$3.38M
3
+$1.29M
4
CMI icon
Cummins
CMI
+$1.14M
5
BA icon
Boeing
BA
+$1.02M

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$910K
5
GPC icon
Genuine Parts
GPC
+$881K

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
$4.1K ﹤0.01%
105
352
$4.1K ﹤0.01%
34
353
$4.07K ﹤0.01%
86
-26
354
$4.04K ﹤0.01%
178
355
$3.97K ﹤0.01%
70
356
$3.95K ﹤0.01%
81
357
$3.88K ﹤0.01%
29
358
$3.79K ﹤0.01%
98
359
$3.73K ﹤0.01%
175
360
$3.73K ﹤0.01%
38
361
$3.69K ﹤0.01%
36
-6
362
$3.62K ﹤0.01%
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363
$3.62K ﹤0.01%
51
-25
364
$3.62K ﹤0.01%
137
+83
365
$3.62K ﹤0.01%
500
366
$3.61K ﹤0.01%
38
367
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100
368
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122
+20
369
$3.56K ﹤0.01%
20
370
$3.55K ﹤0.01%
141
371
$3.54K ﹤0.01%
38
372
$3.5K ﹤0.01%
25
-206
373
$3.46K ﹤0.01%
40
374
$3.44K ﹤0.01%
147
375
$3.44K ﹤0.01%
41
13 14
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