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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$417K
3
+$201K
4
BMY icon
Bristol-Myers Squibb
BMY
+$200K
5
BAC icon
Bank of America
BAC
+$197K

Top Sells

1
+$3.83M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+217
477
$3K ﹤0.01%
+27
478
$3K ﹤0.01%
+29
479
$3K ﹤0.01%
+72
480
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+37
481
$3K ﹤0.01%
+120
482
$3K ﹤0.01%
+63
483
$3K ﹤0.01%
+78
484
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+36
485
$3K ﹤0.01%
+33
486
$3K ﹤0.01%
+85
487
$3K ﹤0.01%
+49
488
$3K ﹤0.01%
+38
489
$3K ﹤0.01%
+45
490
$3K ﹤0.01%
+81
491
$3K ﹤0.01%
+21
492
$3K ﹤0.01%
+44
493
$3K ﹤0.01%
+15
494
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+76
495
$3K ﹤0.01%
+85
496
$3K ﹤0.01%
+25
497
$3K ﹤0.01%
+185
498
$3K ﹤0.01%
+111
499
$3K ﹤0.01%
+23
500
$3K ﹤0.01%
+50
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