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
26
$2.3M 0.87%
+73,683
27
$2.28M 0.86%
9,662
-442
28
$2.25M 0.85%
32,242
+1,822
29
$2.23M 0.84%
13,410
+2,019
30
$2.1M 0.79%
18,517
31
$2.08M 0.78%
+20,275
32
$2.02M 0.76%
40,539
+3,939
33
$1.96M 0.74%
17,312
+17,271
34
$1.91M 0.72%
44,755
+922
35
$1.88M 0.71%
15,689
-1,784
36
$1.82M 0.69%
12,389
+186
37
$1.8M 0.68%
27,685
+5,086
38
$1.78M 0.67%
19,863
-12,353
39
$1.75M 0.66%
138,630
-206
40
$1.75M 0.66%
+9,787
41
$1.73M 0.65%
21,640
+838
42
$1.72M 0.65%
16,196
-1,120
43
$1.69M 0.64%
43,768
+2,557
44
$1.66M 0.63%
29,937
+3,647
45
$1.65M 0.62%
12,491
+375
46
$1.64M 0.62%
56,272
+3,640
47
$1.58M 0.6%
13,941
-928
48
$1.58M 0.6%
12,980
-6,934
49
$1.57M 0.59%
14,176
+1,770
50
$1.56M 0.59%
19,941
-1,822
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