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
$243M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.18M
4
TGT icon
Target
TGT
+$2M
5
PM icon
Philip Morris
PM
+$1.79M

Top Sells

1
+$1.17M
2
+$1.02M
3
+$729K
4
ABBV icon
AbbVie
ABBV
+$407K
5
XOM icon
Exxon Mobil
XOM
+$358K

Sector Composition

1 Industrials 12.25%
2 Consumer Staples 12.02%
3 Financials 8.52%
4 Healthcare 7.24%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
582
352
$14K 0.01%
328
353
$14K 0.01%
25
354
$14K 0.01%
2,816
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355
$14K 0.01%
879
356
$14K 0.01%
200
357
$14K 0.01%
650
358
$13K 0.01%
293
359
$13K 0.01%
+536
360
$13K 0.01%
145
+49
361
$12K ﹤0.01%
840
362
$12K ﹤0.01%
550
363
$11K ﹤0.01%
172
-47
364
$11K ﹤0.01%
1,132
+32
365
$11K ﹤0.01%
450
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366
$11K ﹤0.01%
166
367
$11K ﹤0.01%
109
-24
368
$10K ﹤0.01%
300
369
$10K ﹤0.01%
+166
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$10K ﹤0.01%
78
371
$10K ﹤0.01%
250
372
$10K ﹤0.01%
+190
373
$10K ﹤0.01%
176
374
$9K ﹤0.01%
126
375
$9K ﹤0.01%
225
13 14
15
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