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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.38M
3
+$1.29M
4
CMI icon
Cummins
CMI
+$1.14M
5
BA icon
Boeing
BA
+$1.02M

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.02M
4
MSFT icon
Microsoft
MSFT
+$910K
5
GPC icon
Genuine Parts
GPC
+$881K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.03K ﹤0.01%
6
552
$993 ﹤0.01%
20
553
$991 ﹤0.01%
17
554
$963 ﹤0.01%
+29
555
$925 ﹤0.01%
42
556
$924 ﹤0.01%
+34
557
$905 ﹤0.01%
48
558
$898 ﹤0.01%
12
-142
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$897 ﹤0.01%
33
-27
560
$893 ﹤0.01%
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561
$854 ﹤0.01%
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$844 ﹤0.01%
+2
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$842 ﹤0.01%
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42
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566
$825 ﹤0.01%
+9
567
$808 ﹤0.01%
16
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$792 ﹤0.01%
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569
$783 ﹤0.01%
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570
$776 ﹤0.01%
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$752 ﹤0.01%
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$709 ﹤0.01%
114
574
$690 ﹤0.01%
7
575
$689 ﹤0.01%
8
21 22
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