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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+46
377
$5K ﹤0.01%
+45
378
$5K ﹤0.01%
+22
379
$5K ﹤0.01%
+140
380
$5K ﹤0.01%
+50
381
$5K ﹤0.01%
+150
382
$5K ﹤0.01%
+60
383
$5K ﹤0.01%
+38
384
$5K ﹤0.01%
+92
385
$5K ﹤0.01%
+48
386
$5K ﹤0.01%
+100
387
$5K ﹤0.01%
+1,272
388
$5K ﹤0.01%
+264
389
$5K ﹤0.01%
+270
390
$5K ﹤0.01%
+104
391
$5K ﹤0.01%
+120
392
$5K ﹤0.01%
+93
393
$5K ﹤0.01%
+36
394
$5K ﹤0.01%
+43
395
$5K ﹤0.01%
+31
396
$5K ﹤0.01%
+90
397
$5K ﹤0.01%
+363
398
$5K ﹤0.01%
+100
399
$5K ﹤0.01%
+28
400
$5K ﹤0.01%
+50
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