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ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
500
377
$4K ﹤0.01%
141
378
$4K ﹤0.01%
178
379
$3K ﹤0.01%
44
380
$3K ﹤0.01%
659
+295
381
$3K ﹤0.01%
75
+25
382
$3K ﹤0.01%
60
383
$3K ﹤0.01%
47
384
$3K ﹤0.01%
24
+9
385
$3K ﹤0.01%
96
386
$3K ﹤0.01%
68
387
$3K ﹤0.01%
36
388
$3K ﹤0.01%
25
389
$3K ﹤0.01%
123
390
$3K ﹤0.01%
130
391
$3K ﹤0.01%
69
-36
392
$3K ﹤0.01%
66
393
$3K ﹤0.01%
39
394
$3K ﹤0.01%
32
395
$3K ﹤0.01%
96
396
$3K ﹤0.01%
36
397
$3K ﹤0.01%
27
398
$3K ﹤0.01%
98
399
$3K ﹤0.01%
76
+27
400
$3K ﹤0.01%
30
14 15
16
17 18