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
$243M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.18M
4
TGT icon
Target
TGT
+$2M
5
PM icon
Philip Morris
PM
+$1.79M

Top Sells

1
+$1.17M
2
+$1.02M
3
+$729K
4
ABBV icon
AbbVie
ABBV
+$407K
5
XOM icon
Exxon Mobil
XOM
+$358K

Sector Composition

1 Industrials 12.25%
2 Consumer Staples 12.02%
3 Financials 8.52%
4 Healthcare 7.24%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+115
452
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18
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234
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3
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+15
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$3K ﹤0.01%
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473
$3K ﹤0.01%
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25
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$3K ﹤0.01%
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20 21