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

Top Buys

1
+$813K
2
+$707K
3
+$693K
4
CHRW icon
C.H. Robinson
CHRW
+$664K
5
DIS icon
Walt Disney
DIS
+$568K

Top Sells

1
+$1.36M
2
+$852K
3
+$644K
4
CVX icon
Chevron
CVX
+$376K
5
MON
Monsanto Co
MON
+$297K

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%
40
553
$1K ﹤0.01%
15
554
$1K ﹤0.01%
24
555
$1K ﹤0.01%
16
556
$1K ﹤0.01%
27
557
$1K ﹤0.01%
26
-301
558
$1K ﹤0.01%
17
559
$1K ﹤0.01%
13
560
$1K ﹤0.01%
18
561
$1K ﹤0.01%
6
562
$1K ﹤0.01%
17
563
$1K ﹤0.01%
44
564
$1K ﹤0.01%
35
565
$1K ﹤0.01%
31
566
$1K ﹤0.01%
12
567
$1K ﹤0.01%
100
568
$1K ﹤0.01%
40
569
$1K ﹤0.01%
24
570
$1K ﹤0.01%
47
571
$1K ﹤0.01%
42
572
$1K ﹤0.01%
33
573
$1K ﹤0.01%
50
574
$1K ﹤0.01%
17
575
$1K ﹤0.01%
23
21 22
23
24 25