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
$243M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.18M
4
TGT icon
Target
TGT
+$2M
5
PM icon
Philip Morris
PM
+$1.79M

Top Sells

1
+$1.17M
2
+$1.02M
3
+$729K
4
ABBV icon
AbbVie
ABBV
+$407K
5
XOM icon
Exxon Mobil
XOM
+$358K

Sector Composition

1 Industrials 12.25%
2 Consumer Staples 12.02%
3 Financials 8.52%
4 Healthcare 7.24%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
+363
402
$6K ﹤0.01%
127
-60
403
$6K ﹤0.01%
115
-115
404
$6K ﹤0.01%
139
405
$6K ﹤0.01%
485
-1,580
406
$6K ﹤0.01%
41
-41
407
$6K ﹤0.01%
112
-112
408
$6K ﹤0.01%
70
+4
409
$6K ﹤0.01%
+108
410
$5K ﹤0.01%
88
+70
411
$5K ﹤0.01%
300
412
$5K ﹤0.01%
110
-110
413
$5K ﹤0.01%
111
-111
414
$5K ﹤0.01%
48
-48
415
$5K ﹤0.01%
+811
416
$5K ﹤0.01%
+334
417
$5K ﹤0.01%
78
-40
418
$5K ﹤0.01%
54
-54
419
– –
0
420
$4K ﹤0.01%
50
421
$4K ﹤0.01%
308
-308
422
$4K ﹤0.01%
38
-38
423
$4K ﹤0.01%
3
-3
424
$4K ﹤0.01%
162
425
$4K ﹤0.01%
+52
15 16
17
18 19