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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.38M
3
+$1.29M
4
CMI icon
Cummins
CMI
+$1.14M
5
BA icon
Boeing
BA
+$1.02M

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$910K
5
GPC icon
Genuine Parts
GPC
+$881K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.66K ﹤0.01%
44
502
$1.65K ﹤0.01%
127
503
$1.63K ﹤0.01%
94
+24
504
$1.62K ﹤0.01%
36
505
$1.62K ﹤0.01%
49
506
$1.6K ﹤0.01%
33
507
$1.6K ﹤0.01%
32
508
$1.59K ﹤0.01%
364
-72
509
$1.56K ﹤0.01%
100
510
$1.55K ﹤0.01%
14
511
$1.54K ﹤0.01%
32
512
$1.54K ﹤0.01%
20
513
$1.54K ﹤0.01%
33
514
$1.53K ﹤0.01%
88
515
$1.5K ﹤0.01%
40
516
– –
0
517
$1.47K ﹤0.01%
22
518
$1.45K ﹤0.01%
31
519
$1.45K ﹤0.01%
+17
520
$1.44K ﹤0.01%
9
521
$1.43K ﹤0.01%
14
522
$1.41K ﹤0.01%
+14
523
$1.38K ﹤0.01%
24
524
$1.37K ﹤0.01%
21
525
$1.37K ﹤0.01%
40
19 20
21
22 23