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

Top Buys

1
+$1.63M
2
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
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%
+95
452
$3K ﹤0.01%
+83
453
$3K ﹤0.01%
+10
454
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+32
455
$3K ﹤0.01%
+71
456
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457
$3K ﹤0.01%
+33
458
$3K ﹤0.01%
+85
459
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460
$3K ﹤0.01%
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461
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462
$3K ﹤0.01%
+81
463
$3K ﹤0.01%
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464
$3K ﹤0.01%
+15
465
$3K ﹤0.01%
+51
466
$3K ﹤0.01%
+57
467
$3K ﹤0.01%
+19
468
$3K ﹤0.01%
+62
469
$3K ﹤0.01%
+87
470
$3K ﹤0.01%
+495
471
$3K ﹤0.01%
+73
472
$3K ﹤0.01%
+33
473
$3K ﹤0.01%
+23
474
$3K ﹤0.01%
+70
475
$3K ﹤0.01%
+9
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