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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$417K
3
+$201K
4
BMY icon
Bristol-Myers Squibb
BMY
+$200K
5
BAC icon
Bank of America
BAC
+$197K

Top Sells

1
+$3.83M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+19
452
$3K ﹤0.01%
+29
453
$3K ﹤0.01%
+29
454
$3K ﹤0.01%
+23
455
$3K ﹤0.01%
+50
456
$3K ﹤0.01%
+18
457
$3K ﹤0.01%
+128
458
$3K ﹤0.01%
+87
459
$3K ﹤0.01%
+495
460
$3K ﹤0.01%
+73
461
$3K ﹤0.01%
+33
462
$3K ﹤0.01%
+70
463
$3K ﹤0.01%
+9
464
$3K ﹤0.01%
+550
465
$3K ﹤0.01%
+19
466
$3K ﹤0.01%
+66
467
$3K ﹤0.01%
+64
468
$3K ﹤0.01%
+711
469
$3K ﹤0.01%
+29
470
$3K ﹤0.01%
+19
471
$3K ﹤0.01%
+95
472
$3K ﹤0.01%
+83
473
$3K ﹤0.01%
+10
474
$3K ﹤0.01%
+32
475
$3K ﹤0.01%
+71
17 18
19
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