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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
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
24
-8
502
$2K ﹤0.01%
+33
503
$2K ﹤0.01%
38
504
$2K ﹤0.01%
42
505
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20
506
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32
507
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36
508
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26
509
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134
510
$2K ﹤0.01%
9
511
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512
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47
513
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31
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$2K ﹤0.01%
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$2K ﹤0.01%
+337
516
$2K ﹤0.01%
40
517
$2K ﹤0.01%
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518
$1K ﹤0.01%
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520
$1K ﹤0.01%
19
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521
$1K ﹤0.01%
7
522
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40
523
$1K ﹤0.01%
14
524
$1K ﹤0.01%
51
-24
525
$1K ﹤0.01%
5
19 20
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22 23