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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.06M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.51M
5
AZN icon
AstraZeneca
AZN
+$2.14M

Top Sells

1
+$2.2M
2
+$1.89M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.1M
5
PFG icon
Principal Financial Group
PFG
+$1.09M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K 0.01%
1,340
377
$19K 0.01%
540
+72
378
$19K 0.01%
173
379
$18K 0.01%
342
380
$18K 0.01%
570
381
$18K 0.01%
840
382
$18K 0.01%
1,030
-740
383
$17K 0.01%
650
-150
384
$17K 0.01%
1,013
385
$17K 0.01%
+684
386
$16K 0.01%
328
387
$16K 0.01%
+538
388
$16K 0.01%
2,881
+65
389
$16K 0.01%
414
-150
390
$16K 0.01%
586
391
$16K 0.01%
297
-436
392
$16K 0.01%
575
393
$15K 0.01%
1,132
394
$15K 0.01%
+599
395
$15K 0.01%
366
396
$15K 0.01%
25
397
$15K 0.01%
+598
398
$15K 0.01%
+158
399
$14K 0.01%
50
-4
400
$14K 0.01%
+278
14 15
16
17 18