ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.06M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.51M
5
AZN icon
AstraZeneca
AZN
+$2.14M

Top Sells

1
+$2.2M
2
+$1.89M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.1M
5
PFG icon
Principal Financial Group
PFG
+$1.09M

Sector Composition

1 Industrials 11.69%
2 Consumer Staples 9.81%
3 Financials 9.21%
4 Healthcare 7.82%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
33
552
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95
-14
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49
554
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44
555
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15
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85
557
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110
558
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+127
559
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17
560
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29
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72
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$3K ﹤0.01%
63
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21
565
$3K ﹤0.01%
63
566
$3K ﹤0.01%
100
567
$3K ﹤0.01%
21
568
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73
569
$3K ﹤0.01%
40
570
$3K ﹤0.01%
+92
571
$3K ﹤0.01%
+300
572
$3K ﹤0.01%
90
573
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150
574
$3K ﹤0.01%
77
575
$3K ﹤0.01%
29
+5
21 22
23
24 25