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ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
44
452
$2K ﹤0.01%
9
453
$2K ﹤0.01%
43
454
$2K ﹤0.01%
37
455
$2K ﹤0.01%
46
456
$2K ﹤0.01%
40
457
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+24
458
$2K ﹤0.01%
21
459
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+40
460
$2K ﹤0.01%
100
461
$2K ﹤0.01%
+12
462
$2K ﹤0.01%
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463
$2K ﹤0.01%
27
464
$2K ﹤0.01%
42
465
$2K ﹤0.01%
48
+12
466
$2K ﹤0.01%
19
+10
467
$2K ﹤0.01%
44
+19
468
$2K ﹤0.01%
224
+82
469
$2K ﹤0.01%
57
+23
470
$2K ﹤0.01%
55
+26
471
$2K ﹤0.01%
20
472
$2K ﹤0.01%
43
473
$2K ﹤0.01%
53
474
$2K ﹤0.01%
3
475
$2K ﹤0.01%
32
17 18
19
20 21