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
501
$3K ﹤0.01%
+185
502
$3K ﹤0.01%
+111
503
$2K ﹤0.01%
+30
504
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+58
505
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+10
506
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+43
507
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+47
508
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+65
509
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+23
510
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+46
511
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+30
512
$2K ﹤0.01%
+200
513
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+46
514
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+14
515
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+60
516
$2K ﹤0.01%
+100
517
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+109
518
$2K ﹤0.01%
+109
519
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+17
520
$2K ﹤0.01%
+86
521
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+57
522
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+17
523
$2K ﹤0.01%
+28
524
$2K ﹤0.01%
+56
525
$2K ﹤0.01%
+500
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