ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
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
+$26.8M
2
+$3.06M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.51M
5
AZN icon
AstraZeneca
AZN
+$2.14M

Top Sells

1
+$2.2M
2
+$1.89M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.1M
5
PFG icon
Principal Financial Group
PFG
+$1.09M

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%
105
452
$6K ﹤0.01%
112
453
$6K ﹤0.01%
+224
454
$6K ﹤0.01%
+112
455
$6K ﹤0.01%
335
-789
456
$6K ﹤0.01%
250
-400
457
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176
-30
458
$6K ﹤0.01%
234
459
$5K ﹤0.01%
56
-29
460
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29
461
$5K ﹤0.01%
60
462
$5K ﹤0.01%
140
463
$5K ﹤0.01%
329
-40
464
$5K ﹤0.01%
90
465
$5K ﹤0.01%
363
466
$5K ﹤0.01%
+97
467
$5K ﹤0.01%
28
468
$5K ﹤0.01%
69
469
$5K ﹤0.01%
181
470
$5K ﹤0.01%
50
471
$5K ﹤0.01%
160
-921
472
$5K ﹤0.01%
270
473
$5K ﹤0.01%
51
474
$5K ﹤0.01%
20
475
$5K ﹤0.01%
48
17 18
19
20 21