ACS

Archford Capital Strategies Portfolio holdings

AUM $858M
1-Year Est. Return 21.29%
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.92M
3
+$3.68M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.27M
5
VIS icon
Vanguard Industrials ETF
VIS
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.51%
2 Technology 6.25%
3 Energy 6%
4 Healthcare 5.88%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.1K ﹤0.01%
+63
552
$2.09K ﹤0.01%
+45
553
$1.97K ﹤0.01%
+72
554
$1.97K ﹤0.01%
+40
555
$1.96K ﹤0.01%
+49
556
$1.96K ﹤0.01%
+21
557
$1.94K ﹤0.01%
+62
558
$1.93K ﹤0.01%
+29
559
$1.93K ﹤0.01%
+75
560
$1.93K ﹤0.01%
+151
561
$1.9K ﹤0.01%
+62
562
$1.88K ﹤0.01%
+44
563
$1.88K ﹤0.01%
+20
564
$1.86K ﹤0.01%
+15
565
$1.85K ﹤0.01%
+45
566
$1.82K ﹤0.01%
+60
567
$1.8K ﹤0.01%
+37
568
$1.8K ﹤0.01%
+100
569
$1.8K ﹤0.01%
+71
570
$1.8K ﹤0.01%
+38
571
$1.8K ﹤0.01%
+31
572
$1.75K ﹤0.01%
+127
573
$1.68K ﹤0.01%
+42
574
$1.65K ﹤0.01%
+24
575
$1.62K ﹤0.01%
+15
21 22
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