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
$237M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$829K
3 +$806K
4
CVS icon
CVS Health
CVS
+$707K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$687K

Top Sells

1 +$5.54M
2 +$2.43M
3 +$2.31M
4
AEE icon
Ameren
AEE
+$2.15M
5
ADP icon
Automatic Data Processing
ADP
+$2M

Sector Composition

1 Industrials 12.74%
2 Consumer Staples 12.21%
3 Financials 9.04%
4 Healthcare 6.05%
5 Technology 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
+1,001
377
$9K ﹤0.01%
129
378
$9K ﹤0.01%
+773
379
$9K ﹤0.01%
440
+400
380
$9K ﹤0.01%
78
381
$9K ﹤0.01%
300
382
$9K ﹤0.01%
+782
383
$8K ﹤0.01%
318
+18
384
$8K ﹤0.01%
+373
385
$8K ﹤0.01%
130
386
$8K ﹤0.01%
+480
387
$8K ﹤0.01%
64
388
$8K ﹤0.01%
292
389
$7K ﹤0.01%
+334
390
$7K ﹤0.01%
127
391
$7K ﹤0.01%
350
392
$7K ﹤0.01%
485
393
$7K ﹤0.01%
60
-84
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$6K ﹤0.01%
88
+28
395
$6K ﹤0.01%
85
396
$6K ﹤0.01%
196
+2
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$6K ﹤0.01%
115
398
$6K ﹤0.01%
54
399
$6K ﹤0.01%
139
400
$6K ﹤0.01%
128
+121