ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
1-Year Return
16.93%
This Quarter Return
+1.03%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
880
New
875
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
+$7.76M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$4.92M |
| 3 |
MON
Monsanto Co
MON
|
+$3.68M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.27M |
| 5 |
Vanguard Industrials ETF
VIS
|
+$2.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 16.51% |
| 2 | Technology | 6.25% |
| 3 | Energy | 6% |
| 4 | Healthcare | 5.88% |
| 5 | Financials | 5.33% |
