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
526
$2.49K ﹤0.01%
+202
527
$2.49K ﹤0.01%
+19
528
$2.48K ﹤0.01%
+22
529
$2.48K ﹤0.01%
+50
530
$2.48K ﹤0.01%
+49
531
$2.45K ﹤0.01%
+65
532
$2.45K ﹤0.01%
+202
533
$2.44K ﹤0.01%
+42
534
$2.42K ﹤0.01%
+30
535
$2.42K ﹤0.01%
+196
536
$2.4K ﹤0.01%
+63
537
$2.4K ﹤0.01%
+90
538
$2.35K ﹤0.01%
+500
539
$2.34K ﹤0.01%
+19
540
$2.32K ﹤0.01%
+26
541
$2.27K ﹤0.01%
+22
542
$2.24K ﹤0.01%
+321
543
$2.23K ﹤0.01%
+58
544
$2.23K ﹤0.01%
+38
545
$2.23K ﹤0.01%
+15
546
$2.2K ﹤0.01%
+54
547
$2.19K ﹤0.01%
+49
548
$2.13K ﹤0.01%
+47
549
$2.13K ﹤0.01%
+121
550
$2.13K ﹤0.01%
+25
20 21
22
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