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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.92M
3
+$3.68M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.27M
5
VIS icon
Vanguard Industrials ETF
VIS
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.51%
2 Technology 6.25%
3 Energy 6%
4 Healthcare 5.88%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.95K ﹤0.01%
+96
502
$2.94K ﹤0.01%
+19
503
$2.88K ﹤0.01%
+70
504
$2.87K ﹤0.01%
+147
505
$2.86K ﹤0.01%
+65
506
$2.85K ﹤0.01%
+58
507
$2.85K ﹤0.01%
+141
508
$2.84K ﹤0.01%
+62
509
$2.8K ﹤0.01%
+53
510
$2.8K ﹤0.01%
+52
511
$2.77K ﹤0.01%
+34
512
$2.76K ﹤0.01%
+49
513
$2.76K ﹤0.01%
+45
514
$2.75K ﹤0.01%
+42
515
$2.69K ﹤0.01%
+98
516
$2.68K ﹤0.01%
+75
517
$2.67K ﹤0.01%
+45
518
$2.66K ﹤0.01%
+121
519
$2.65K ﹤0.01%
+69
520
$2.61K ﹤0.01%
+19
521
$2.58K ﹤0.01%
+63
522
$2.57K ﹤0.01%
+70
523
$2.56K ﹤0.01%
+128
524
$2.53K ﹤0.01%
+112
525
$2.53K ﹤0.01%
+53
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