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
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1 +$748K
2 +$720K
3 +$691K
4
CHRW icon
C.H. Robinson
CHRW
+$662K
5
DIS icon
Walt Disney
DIS
+$573K

Top Sells

1 +$835K
2 +$640K
3 +$352K
4
MON
Monsanto Co
MON
+$286K
5
ADP icon
Automatic Data Processing
ADP
+$161K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
15
552
$1K ﹤0.01%
6
+3
553
$1K ﹤0.01%
54
554
$1K ﹤0.01%
16
555
$1K ﹤0.01%
26
556
$1K ﹤0.01%
7
557
$1K ﹤0.01%
16
558
$1K ﹤0.01%
18
559
$1K ﹤0.01%
48
560
$1K ﹤0.01%
20
561
$1K ﹤0.01%
88
562
$1K ﹤0.01%
12
563
$1K ﹤0.01%
18
564
$1K ﹤0.01%
17
565
$1K ﹤0.01%
16
566
$1K ﹤0.01%
34
567
$1K ﹤0.01%
15
568
$1K ﹤0.01%
7
569
$1K ﹤0.01%
8
570
$1K ﹤0.01%
10
571
$1K ﹤0.01%
114
572
$1K ﹤0.01%
15
573
$1K ﹤0.01%
45
574
$1K ﹤0.01%
60
575
$1K ﹤0.01%
16