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
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$707K
3
+$693K
4
CHRW icon
C.H. Robinson
CHRW
+$664K
5
DIS icon
Walt Disney
DIS
+$568K

Top Sells

1
+$1.36M
2
+$852K
3
+$644K
4
CVX icon
Chevron
CVX
+$376K
5
MON
Monsanto Co
MON
+$297K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
12
+3
477
$2K ﹤0.01%
38
-20
478
$2K ﹤0.01%
45
479
$2K ﹤0.01%
35
-10
480
$2K ﹤0.01%
63
481
$2K ﹤0.01%
108
482
$2K ﹤0.01%
50
483
$2K ﹤0.01%
25
484
$2K ﹤0.01%
145
485
$2K ﹤0.01%
38
-17
486
$2K ﹤0.01%
49
487
$2K ﹤0.01%
49
488
$2K ﹤0.01%
44
489
$2K ﹤0.01%
21
490
$2K ﹤0.01%
16
+1
491
$2K ﹤0.01%
46
492
$2K ﹤0.01%
28
493
$2K ﹤0.01%
79
494
$2K ﹤0.01%
19
495
$2K ﹤0.01%
127
496
$2K ﹤0.01%
44
497
$2K ﹤0.01%
31
498
$2K ﹤0.01%
32
499
$2K ﹤0.01%
56
500
$2K ﹤0.01%
111
18 19
20
21 22