We are live on ! Find out more
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
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
76
477
$2K ﹤0.01%
+33
478
$2K ﹤0.01%
35
479
$2K ﹤0.01%
78
-30
480
$2K ﹤0.01%
33
481
$2K ﹤0.01%
50
482
$2K ﹤0.01%
49
483
$2K ﹤0.01%
93
484
$2K ﹤0.01%
+36
485
$2K ﹤0.01%
22
486
$2K ﹤0.01%
26
487
$2K ﹤0.01%
+61
488
$2K ﹤0.01%
27
489
$2K ﹤0.01%
44
490
$2K ﹤0.01%
81
491
$2K ﹤0.01%
104
492
$2K ﹤0.01%
21
493
$2K ﹤0.01%
46
494
$2K ﹤0.01%
28
495
$2K ﹤0.01%
1
496
$2K ﹤0.01%
79
497
$2K ﹤0.01%
19
498
$2K ﹤0.01%
51
499
$2K ﹤0.01%
24
-395
500
$2K ﹤0.01%
127
18 19
20
21 22