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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+35
527
$2K ﹤0.01%
+15
528
$2K ﹤0.01%
+52
529
$2K ﹤0.01%
+65
530
$2K ﹤0.01%
+60
531
$2K ﹤0.01%
+50
532
$2K ﹤0.01%
+200
533
$2K ﹤0.01%
36
-7,757
534
$2K ﹤0.01%
+27
535
$2K ﹤0.01%
+36
536
$2K ﹤0.01%
+21
537
$2K ﹤0.01%
+93
538
$1K ﹤0.01%
+56
539
$1K ﹤0.01%
+40
540
$1K ﹤0.01%
+42
541
$1K ﹤0.01%
+9
542
$1K ﹤0.01%
+16
543
$1K ﹤0.01%
+2
544
$1K ﹤0.01%
+21
545
$1K ﹤0.01%
+7
546
$1K ﹤0.01%
+10
547
$1K ﹤0.01%
+6
548
$1K ﹤0.01%
+10
549
$1K ﹤0.01%
+30
550
$1K ﹤0.01%
+6
20 21
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