ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.18M
4
TGT icon
Target
TGT
+$2M
5
PM icon
Philip Morris
PM
+$1.79M

Top Sells

1
+$1.17M
2
+$1.02M
3
+$729K
4
ABBV icon
AbbVie
ABBV
+$407K
5
XOM icon
Exxon Mobil
XOM
+$358K

Sector Composition

1 Industrials 12.25%
2 Consumer Staples 12.02%
3 Financials 8.52%
4 Healthcare 7.24%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
109
-109
477
$3K ﹤0.01%
+168
478
$3K ﹤0.01%
50
479
$3K ﹤0.01%
96
-96
480
$3K ﹤0.01%
43
-43
481
$3K ﹤0.01%
190
-190
482
$3K ﹤0.01%
31
-31
483
$3K ﹤0.01%
90
-90
484
$3K ﹤0.01%
27
-27
485
$3K ﹤0.01%
63
-63
486
$3K ﹤0.01%
47
-47
487
$3K ﹤0.01%
122
-75
488
$3K ﹤0.01%
122
-122
489
$3K ﹤0.01%
78
-78
490
$3K ﹤0.01%
93
-93
491
$3K ﹤0.01%
47
-47
492
$3K ﹤0.01%
47
-47
493
$3K ﹤0.01%
50
-50
494
$3K ﹤0.01%
70
-42
495
$3K ﹤0.01%
+43
496
$3K ﹤0.01%
21
+8
497
$3K ﹤0.01%
+87
498
$3K ﹤0.01%
3
499
$3K ﹤0.01%
15
-15
500
$3K ﹤0.01%
+137
18 19
20
21 22