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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$417K
3
+$201K
4
BMY icon
Bristol-Myers Squibb
BMY
+$200K
5
BAC icon
Bank of America
BAC
+$197K

Top Sells

1
+$3.83M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
+330
352
$7K ﹤0.01%
+29
353
$7K ﹤0.01%
+37
354
$7K ﹤0.01%
+260
355
$7K ﹤0.01%
+329
356
$7K ﹤0.01%
+234
357
$7K ﹤0.01%
+103
358
$7K ﹤0.01%
+139
359
$6K ﹤0.01%
+69
360
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+28
361
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+3
362
$6K ﹤0.01%
+250
363
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+52
364
$6K ﹤0.01%
+60
365
$6K ﹤0.01%
+90
366
$6K ﹤0.01%
+93
367
$6K ﹤0.01%
+29
368
$6K ﹤0.01%
+60
369
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370
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371
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+46
372
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+1
373
$6K ﹤0.01%
+112
374
$6K ﹤0.01%
+127
375
$5K ﹤0.01%
+48
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