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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.96K ﹤0.01%
109
402
$2.93K ﹤0.01%
39
+7
403
$2.92K ﹤0.01%
70
404
$2.92K ﹤0.01%
64
405
$2.91K ﹤0.01%
51
-11
406
$2.91K ﹤0.01%
47
407
$2.9K ﹤0.01%
+22
408
$2.89K ﹤0.01%
68
+12
409
$2.86K ﹤0.01%
63
410
$2.86K ﹤0.01%
37
411
$2.85K ﹤0.01%
19
412
$2.84K ﹤0.01%
60
413
$2.83K ﹤0.01%
1
414
$2.83K ﹤0.01%
47
415
$2.81K ﹤0.01%
123
416
$2.79K ﹤0.01%
44
417
$2.75K ﹤0.01%
36
418
$2.73K ﹤0.01%
39
419
$2.72K ﹤0.01%
32
420
$2.71K ﹤0.01%
38
421
$2.71K ﹤0.01%
64
422
$2.7K ﹤0.01%
25
423
$2.7K ﹤0.01%
81
+14
424
$2.69K ﹤0.01%
27
425
$2.67K ﹤0.01%
7,024
15 16
17
18 19