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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
$275M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$819K
2 +$807K
3 +$624K
4
MLPA icon
Global X MLP ETF
MLPA
+$451K
5
BAX icon
Baxter International
BAX
+$448K

Top Sells

1 +$999K
2 +$622K
3 +$596K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$563K
5
FDX icon
FedEx
FDX
+$552K

Sector Composition

1 Financials 10.51%
2 Technology 9.46%
3 Consumer Staples 9.3%
4 Healthcare 8.3%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$5K ﹤0.01%
86
452
$5K ﹤0.01%
27
453
$5K ﹤0.01%
28
454
$5K ﹤0.01%
297
-221
455
$5K ﹤0.01%
315
456
$5K ﹤0.01%
149
457
$5K ﹤0.01%
+110
458
$5K ﹤0.01%
108
459
$5K ﹤0.01%
98
460
$5K ﹤0.01%
140
461
$5K ﹤0.01%
42
462
$5K ﹤0.01%
+59
463
$5K ﹤0.01%
24
464
$5K ﹤0.01%
363
465
$5K ﹤0.01%
205
466
$5K ﹤0.01%
121
467
$5K ﹤0.01%
38
468
$5K ﹤0.01%
36
469
$5K ﹤0.01%
+100
470
$5K ﹤0.01%
31
471
$5K ﹤0.01%
90
472
$4K ﹤0.01%
+1,000
473
$4K ﹤0.01%
51
474
$4K ﹤0.01%
79
475
$4K ﹤0.01%
300