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
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$720K
3
+$691K
4
CHRW icon
C.H. Robinson
CHRW
+$662K
5
DIS icon
Walt Disney
DIS
+$573K

Top Sells

1
+$835K
2
+$640K
3
+$352K
4
MON
Monsanto Co
MON
+$286K
5
ADP icon
Automatic Data Processing
ADP
+$161K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
8
527
$1K ﹤0.01%
12
528
$1K ﹤0.01%
18
-260
529
$1K ﹤0.01%
5
530
$1K ﹤0.01%
16
531
$1K ﹤0.01%
16
532
$1K ﹤0.01%
10
533
$1K ﹤0.01%
16
534
$1K ﹤0.01%
13
535
$1K ﹤0.01%
40
536
$1K ﹤0.01%
24
537
$1K ﹤0.01%
47
538
$1K ﹤0.01%
42
539
$1K ﹤0.01%
21
540
$1K ﹤0.01%
5
541
$1K ﹤0.01%
35
542
$1K ﹤0.01%
20
543
$1K ﹤0.01%
30
544
$1K ﹤0.01%
16
545
$1K ﹤0.01%
57
546
$1K ﹤0.01%
10
547
$1K ﹤0.01%
30
548
$1K ﹤0.01%
18
549
$1K ﹤0.01%
42
+21
550
$1K ﹤0.01%
8
20 21
22
23 24