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

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
Procter & Gamble
PG
+$1.11M

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%
135
+18
378
$19K 0.01%
173
379
$18K 0.01%
342
380
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570
381
$18K 0.01%
840
382
$18K 0.01%
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383
$17K 0.01%
650
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384
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385
$17K 0.01%
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386
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387
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328
388
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390
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414
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297
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393
$15K 0.01%
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394
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395
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396
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397
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398
$15K 0.01%
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399
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+400
400
$14K 0.01%
50
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16
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