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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
Procter & Gamble
PG
+$1.11M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
54
452
$6K ﹤0.01%
350
453
$6K ﹤0.01%
112
454
$6K ﹤0.01%
335
-789
455
$6K ﹤0.01%
250
-400
456
$6K ﹤0.01%
176
-30
457
$6K ﹤0.01%
+224
458
$6K ﹤0.01%
234
459
$5K ﹤0.01%
60
460
$5K ﹤0.01%
52
461
$5K ﹤0.01%
60
462
$5K ﹤0.01%
160
-921
463
$5K ﹤0.01%
56
-29
464
$5K ﹤0.01%
29
465
$5K ﹤0.01%
60
466
$5K ﹤0.01%
140
467
$5K ﹤0.01%
270
468
$5K ﹤0.01%
36
469
$5K ﹤0.01%
329
-40
470
$5K ﹤0.01%
90
471
$5K ﹤0.01%
363
472
$5K ﹤0.01%
+97
473
$5K ﹤0.01%
28
474
$5K ﹤0.01%
69
475
$5K ﹤0.01%
181
17 18
19
20 21