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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.96K ﹤0.01%
46
477
$1.96K ﹤0.01%
25
478
$1.95K ﹤0.01%
65
479
$1.9K ﹤0.01%
29
480
$1.88K ﹤0.01%
21
481
$1.87K ﹤0.01%
38
-400
482
$1.86K ﹤0.01%
27
483
$1.86K ﹤0.01%
20
484
$1.82K ﹤0.01%
49
+34
485
$1.81K ﹤0.01%
3
486
$1.8K ﹤0.01%
25
-13
487
$1.79K ﹤0.01%
36
488
$1.79K ﹤0.01%
+104
489
$1.78K ﹤0.01%
142
490
$1.78K ﹤0.01%
172
-60
491
$1.78K ﹤0.01%
+51
492
$1.78K ﹤0.01%
26
493
$1.76K ﹤0.01%
28
494
$1.76K ﹤0.01%
29
495
$1.75K ﹤0.01%
93
496
$1.75K ﹤0.01%
44
497
$1.74K ﹤0.01%
362
498
$1.72K ﹤0.01%
15
499
$1.72K ﹤0.01%
81
500
$1.7K ﹤0.01%
45
-20
18 19
20
21 22