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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
+140
402
$4K ﹤0.01%
+21
403
$4K ﹤0.01%
+106
404
$4K ﹤0.01%
+150
405
$4K ﹤0.01%
+196
406
$4K ﹤0.01%
+79
407
$4K ﹤0.01%
+41
408
$4K ﹤0.01%
17
-3,352
409
$4K ﹤0.01%
+20
410
$4K ﹤0.01%
+246
411
$4K ﹤0.01%
+111
412
$4K ﹤0.01%
+31
413
$4K ﹤0.01%
+25
414
$4K ﹤0.01%
+100
415
$4K ﹤0.01%
+98
416
$4K ﹤0.01%
+99
417
$4K ﹤0.01%
+65
418
$4K ﹤0.01%
+24
419
$4K ﹤0.01%
+47
420
$4K ﹤0.01%
+76
421
$4K ﹤0.01%
+100
422
$4K ﹤0.01%
+63
423
$4K ﹤0.01%
+34
424
$4K ﹤0.01%
+137
425
$4K ﹤0.01%
+110
15 16
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