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

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

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
526
$1.37K ﹤0.01%
40
527
$1.36K ﹤0.01%
13
528
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33
529
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40
530
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16
531
$1.3K ﹤0.01%
34
532
$1.29K ﹤0.01%
22
533
$1.29K ﹤0.01%
57
534
$1.29K ﹤0.01%
5
535
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50
536
$1.28K ﹤0.01%
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537
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538
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30
539
$1.24K ﹤0.01%
45
540
$1.23K ﹤0.01%
46
541
$1.23K ﹤0.01%
10
542
$1.22K ﹤0.01%
31
543
$1.2K ﹤0.01%
+15
544
$1.2K ﹤0.01%
100
545
$1.18K ﹤0.01%
91
546
$1.16K ﹤0.01%
35
547
$1.14K ﹤0.01%
+10
548
$1.13K ﹤0.01%
+25
549
$1.12K ﹤0.01%
25
550
$1.08K ﹤0.01%
26
20 21
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