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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
Procter & Gamble
PG
+$1.11M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
+278
402
$14K 0.01%
172
403
$14K 0.01%
+200
404
$13K ﹤0.01%
215
405
$13K ﹤0.01%
207
406
$13K ﹤0.01%
200
407
$13K ﹤0.01%
849
+67
408
$12K ﹤0.01%
166
409
$12K ﹤0.01%
95
-14
410
$12K ﹤0.01%
550
411
$12K ﹤0.01%
190
412
$11K ﹤0.01%
300
-18
413
$11K ﹤0.01%
129
414
$11K ﹤0.01%
382
-5,788
415
$11K ﹤0.01%
250
416
$11K ﹤0.01%
221
417
$11K ﹤0.01%
800
418
$11K ﹤0.01%
665
-10,000
419
$11K ﹤0.01%
184
420
$11K ﹤0.01%
250
421
$10K ﹤0.01%
+121
422
$10K ﹤0.01%
+115
423
$10K ﹤0.01%
+126
424
$10K ﹤0.01%
+225
425
$10K ﹤0.01%
318
-76
15 16
17
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