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
$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
426
$2.65K ﹤0.01%
111
427
$2.64K ﹤0.01%
30
428
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26
429
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63
430
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79
431
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134
432
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32
433
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44
434
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435
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27
436
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437
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438
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100
439
$2.41K ﹤0.01%
96
440
$2.41K ﹤0.01%
34
441
$2.41K ﹤0.01%
140
442
$2.4K ﹤0.01%
115
+42
443
$2.39K ﹤0.01%
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444
$2.37K ﹤0.01%
42
445
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446
$2.33K ﹤0.01%
2
447
$2.31K ﹤0.01%
32
448
$2.29K ﹤0.01%
19
449
$2.29K ﹤0.01%
44
450
$2.29K ﹤0.01%
42
-35
16 17
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19 20