ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$720K
3
+$691K
4
CHRW icon
C.H. Robinson
CHRW
+$662K
5
DIS icon
Walt Disney
DIS
+$573K

Top Sells

1
+$835K
2
+$640K
3
+$352K
4
MON
Monsanto Co
MON
+$286K
5
ADP icon
Automatic Data Processing
ADP
+$161K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
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402
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30
403
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404
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19
406
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94
407
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37
408
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19
409
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410
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67
+14
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98
412
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66
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417
$3K ﹤0.01%
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418
$2K ﹤0.01%
42
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420
$2K ﹤0.01%
+47
421
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422
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423
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288
424
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2
+1
425
$2K ﹤0.01%
60
15 16
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18 19