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ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
20
-6
402
$3K ﹤0.01%
19
403
$3K ﹤0.01%
30
-7
404
$3K ﹤0.01%
38
405
$3K ﹤0.01%
23
406
$3K ﹤0.01%
150
407
$3K ﹤0.01%
29
+13
408
$3K ﹤0.01%
144
409
$3K ﹤0.01%
321
410
$3K ﹤0.01%
37
411
$3K ﹤0.01%
147
412
$3K ﹤0.01%
60
413
$3K ﹤0.01%
109
414
$3K ﹤0.01%
31
-7
415
$3K ﹤0.01%
72
416
$3K ﹤0.01%
69
417
$3K ﹤0.01%
63
418
$3K ﹤0.01%
47
419
$3K ﹤0.01%
122
420
$3K ﹤0.01%
49
421
$3K ﹤0.01%
93
+29
422
$3K ﹤0.01%
38
423
$3K ﹤0.01%
47
424
$3K ﹤0.01%
28
425
$3K ﹤0.01%
51
15 16
17
18 19