ACS
Archford Capital Strategies Portfolio holdings
AUM
$873M
1-Year Est. Return
22.36%
This Fund
S&P 500
1 Year Est. Return
+22.36%
AUM
$873M
AUM Growth
+$15.4M
(+1.8%)
Holding
378
Top Buys
| 1 | +$10.7M | |
| 2 | +$10.3M | |
| 3 | +$8.66M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$8.62M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$5.72M |
Top Sells
| 1 | +$12M | |
| 2 | +$8.14M | |
| 3 | +$5.04M | |
| 4 |
Simplify Managed Futures Strategy ETF
CTA
|
+$4.49M |
| 5 |
Innovator Defined Wealth Shield ETF
BALT
|
+$4.02M |
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Financials | 7.15% |
| 3 | Healthcare | 4.58% |
| 4 | Communication Services | 3.21% |
| 5 | Consumer Staples | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
| – | – |
-2,237
|
|
||
377
Vanguard International Dividend Appreciation ETF
VIGI
$8.73B
| – | – |
-3,413
|
|
||
378
Zscaler
ZS
$22.9B
| – | – |
-1,149
|
|