ACS

Archford Capital Strategies Portfolio holdings

AUM $840M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
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%
+550
477
$3K ﹤0.01%
+19
478
$3K ﹤0.01%
+50
479
$3K ﹤0.01%
+78
480
$3K ﹤0.01%
+25
481
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482
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+10
483
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484
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485
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+76
486
$3K ﹤0.01%
+55
487
$3K ﹤0.01%
+96
488
$3K ﹤0.01%
+217
489
$3K ﹤0.01%
+128
490
$3K ﹤0.01%
+27
491
$3K ﹤0.01%
+72
492
$3K ﹤0.01%
+37
493
$3K ﹤0.01%
+120
494
$3K ﹤0.01%
+63
495
$3K ﹤0.01%
+78
496
$3K ﹤0.01%
+36
497
$3K ﹤0.01%
+44
498
$3K ﹤0.01%
+76
499
$3K ﹤0.01%
+85
500
$3K ﹤0.01%
+25
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