ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
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
+$3.89M
2
+$3.38M
3
+$1.29M
4
CMI icon
Cummins
CMI
+$1.14M
5
BA icon
Boeing
BA
+$1.02M

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$910K
5
GPC icon
Genuine Parts
GPC
+$881K

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
$1.36K ﹤0.01%
13
527
$1.36K ﹤0.01%
33
528
$1.34K ﹤0.01%
40
529
$1.33K ﹤0.01%
16
530
$1.3K ﹤0.01%
34
531
$1.29K ﹤0.01%
22
532
$1.29K ﹤0.01%
5
533
$1.29K ﹤0.01%
57
534
$1.28K ﹤0.01%
50
535
$1.28K ﹤0.01%
49
536
$1.26K ﹤0.01%
26
537
$1.25K ﹤0.01%
30
538
$1.24K ﹤0.01%
45
539
$1.23K ﹤0.01%
46
540
$1.23K ﹤0.01%
10
541
$1.22K ﹤0.01%
31
542
$1.2K ﹤0.01%
100
543
$1.2K ﹤0.01%
+15
544
$1.18K ﹤0.01%
91
545
$1.16K ﹤0.01%
35
546
$1.14K ﹤0.01%
+10
547
$1.13K ﹤0.01%
+25
548
$1.12K ﹤0.01%
25
549
$1.08K ﹤0.01%
26
550
$1.08K ﹤0.01%
40
20 21
22
23 24