ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$791K
3 +$717K
4
DHR icon
Danaher
DHR
+$691K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$468K

Top Sells

1 +$747K
2 +$736K
3 +$692K
4
PG icon
Procter & Gamble
PG
+$690K
5
CAT icon
Caterpillar
CAT
+$585K

Sector Composition

1 Industrials 15.42%
2 Technology 6.56%
3 Healthcare 6.15%
4 Financials 5.12%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$6K ﹤0.01%
74
+37
377
$6K ﹤0.01%
208
+61
378
$6K ﹤0.01%
138
+69
379
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692
+323
380
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+330
381
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218
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382
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132
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78
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54
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138
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156
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186
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76
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94
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102
+51
398
$6K ﹤0.01%
186
+93
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$6K ﹤0.01%
228
+76
400
$6K ﹤0.01%
112
+56