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
$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
451
$2.28K ﹤0.01%
96
452
$2.27K ﹤0.01%
43
453
$2.27K ﹤0.01%
+59
454
$2.26K ﹤0.01%
+42
455
$2.25K ﹤0.01%
44
-446
456
$2.24K ﹤0.01%
40
457
$2.24K ﹤0.01%
24
-9,147
458
$2.23K ﹤0.01%
+62
459
$2.23K ﹤0.01%
32
460
$2.22K ﹤0.01%
43
461
$2.2K ﹤0.01%
294
462
$2.19K ﹤0.01%
+20
463
$2.18K ﹤0.01%
19
464
$2.18K ﹤0.01%
62
465
$2.16K ﹤0.01%
38
466
$2.14K ﹤0.01%
47
467
$2.12K ﹤0.01%
21
468
$2.1K ﹤0.01%
94
469
$2.07K ﹤0.01%
37
470
$2.07K ﹤0.01%
50
471
$1.99K ﹤0.01%
18
472
$1.99K ﹤0.01%
53
473
$1.98K ﹤0.01%
76
474
$1.97K ﹤0.01%
46
475
$1.96K ﹤0.01%
40
17 18
19
20 21