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
$275M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$766K
3
+$635K
4
BAX icon
Baxter International
BAX
+$472K
5
MLPA icon
Global X MLP ETF
MLPA
+$453K

Top Sells

1
+$1.03M
2
+$618K
3
+$606K
4
MDT icon
Medtronic
MDT
+$585K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$564K

Sector Composition

1 Financials 10.51%
2 Technology 9.46%
3 Consumer Staples 9.3%
4 Healthcare 8.3%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
+565
352
$20K 0.01%
552
-14
353
$20K 0.01%
171
354
$20K 0.01%
631
-11,763
355
$19K 0.01%
184
+58
356
$19K 0.01%
705
357
$19K 0.01%
+1,400
358
$19K 0.01%
300
359
$19K 0.01%
345
360
$19K 0.01%
427
361
$18K 0.01%
175
362
$17K 0.01%
800
363
$17K 0.01%
171
364
$17K 0.01%
270
365
$17K 0.01%
+185
366
$16K 0.01%
300
367
$16K 0.01%
400
368
$16K 0.01%
1,133
369
$16K 0.01%
300
370
$15K 0.01%
800
371
$15K 0.01%
+590
372
$15K 0.01%
1,100
373
$15K 0.01%
84
374
$15K 0.01%
168
375
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0
13 14
15
16 17