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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.92M
3
+$3.68M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.27M
5
VIS icon
Vanguard Industrials ETF
VIS
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.51%
2 Technology 6.25%
3 Energy 6%
4 Healthcare 5.88%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.21K 0.01%
+139
377
$8.14K 0.01%
+124
378
$8.12K 0.01%
+98
379
$8.11K 0.01%
+666
380
$8.1K 0.01%
+145
381
$7.84K 0.01%
+50
382
$7.83K 0.01%
+246
383
$7.8K 0.01%
+300
384
$7.74K 0.01%
+106
385
$7.71K 0.01%
+233
386
$7.68K 0.01%
+378
387
$7.62K 0.01%
+300
388
$7.6K 0.01%
+256
389
$7.57K 0.01%
+200
390
$7.46K 0.01%
+31
391
$7.45K 0.01%
+396
392
$7.45K 0.01%
+324
393
$7.42K 0.01%
+181
394
$7.4K 0.01%
+229
395
$7.33K 0.01%
+150
396
$7.31K 0.01%
+157
397
$7.16K 0.01%
+350
398
$7.16K 0.01%
+218
399
$7.15K 0.01%
+675
400
$7.12K 0.01%
+102
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