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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.06M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.51M
5
AZN icon
AstraZeneca
AZN
+$2.14M

Top Sells

1
+$2.2M
2
+$1.89M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.1M
5
PFG icon
Principal Financial Group
PFG
+$1.09M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
29
477
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60
478
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479
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60
480
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36
481
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+100
482
$4K ﹤0.01%
+106
483
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40
484
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485
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-153
486
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50
-9
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45
488
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321
489
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22
-3
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17
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41
492
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493
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497
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498
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24
499
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47
500
$4K ﹤0.01%
76
18 19
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21 22