ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
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
+$3.89M
2
+$3.38M
3
+$1.29M
4
CMI icon
Cummins
CMI
+$1.14M
5
BA icon
Boeing
BA
+$1.02M

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$910K
5
GPC icon
Genuine Parts
GPC
+$881K

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%
25
477
$1.95K ﹤0.01%
65
478
$1.9K ﹤0.01%
29
479
$1.88K ﹤0.01%
21
480
$1.87K ﹤0.01%
38
-400
481
$1.86K ﹤0.01%
27
482
$1.86K ﹤0.01%
20
483
$1.82K ﹤0.01%
49
+34
484
$1.81K ﹤0.01%
3
485
$1.8K ﹤0.01%
25
-13
486
$1.79K ﹤0.01%
36
487
$1.79K ﹤0.01%
+104
488
$1.78K ﹤0.01%
142
489
$1.78K ﹤0.01%
172
-60
490
$1.78K ﹤0.01%
+51
491
$1.78K ﹤0.01%
26
492
$1.76K ﹤0.01%
28
493
$1.76K ﹤0.01%
29
494
$1.75K ﹤0.01%
93
495
$1.75K ﹤0.01%
44
496
$1.74K ﹤0.01%
362
497
$1.72K ﹤0.01%
15
498
$1.72K ﹤0.01%
81
499
$1.7K ﹤0.01%
45
-20
500
$1.69K ﹤0.01%
75
18 19
20
21 22