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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.44K ﹤0.01%
41
377
$3.44K ﹤0.01%
98
378
$3.41K ﹤0.01%
+85
379
$3.36K ﹤0.01%
108
380
$3.36K ﹤0.01%
+61
381
$3.35K ﹤0.01%
60
382
$3.3K ﹤0.01%
47
383
$3.3K ﹤0.01%
26
384
$3.29K ﹤0.01%
49
385
$3.26K ﹤0.01%
37
386
$3.23K ﹤0.01%
23
387
$3.2K ﹤0.01%
144
388
$3.2K ﹤0.01%
69
389
$3.18K ﹤0.01%
130
390
$3.16K ﹤0.01%
202
391
$3.15K ﹤0.01%
19
392
$3.12K ﹤0.01%
68
393
$3.11K ﹤0.01%
36
394
$3.11K ﹤0.01%
25
395
$3.07K ﹤0.01%
321
396
$3.04K ﹤0.01%
19
397
$3.03K ﹤0.01%
66
398
$3.01K ﹤0.01%
18
399
$3K ﹤0.01%
72
400
$2.97K ﹤0.01%
150
-50
14 15
16
17 18