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

Top Buys

1
+$748K
2
+$720K
3
+$691K
4
CHRW icon
C.H. Robinson
CHRW
+$662K
5
DIS icon
Walt Disney
DIS
+$573K

Top Sells

1
+$835K
2
+$640K
3
+$352K
4
MON
Monsanto Co
MON
+$286K
5
ADP icon
Automatic Data Processing
ADP
+$161K

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%
38
-17
477
$2K ﹤0.01%
49
478
$2K ﹤0.01%
49
479
$2K ﹤0.01%
44
480
$2K ﹤0.01%
21
481
$2K ﹤0.01%
38
482
$2K ﹤0.01%
25
483
$2K ﹤0.01%
22
484
$2K ﹤0.01%
+47
485
$2K ﹤0.01%
26
486
$2K ﹤0.01%
49
487
$2K ﹤0.01%
73
488
$2K ﹤0.01%
63
489
$2K ﹤0.01%
16
+1
490
$2K ﹤0.01%
46
491
$2K ﹤0.01%
28
492
$2K ﹤0.01%
62
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%
56
499
$2K ﹤0.01%
111
500
$2K ﹤0.01%
294
18 19
20
21 22