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ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
17
527
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17
528
$1K ﹤0.01%
20
529
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21
530
$1K ﹤0.01%
44
531
$1K ﹤0.01%
42
532
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533
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534
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15
536
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30
537
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10
538
$1K ﹤0.01%
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539
$1K ﹤0.01%
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540
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541
$1K ﹤0.01%
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-9
542
$1K ﹤0.01%
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545
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-2
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$1K ﹤0.01%
17
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$1K ﹤0.01%
48
548
$1K ﹤0.01%
12
549
$1K ﹤0.01%
17
550
$1K ﹤0.01%
34
20 21
22
23 24