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
$240M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$418K
3
+$191K
4
BMY icon
Bristol-Myers Squibb
BMY
+$190K
5
APU
AmeriGas Partners, L.P.
APU
+$190K

Top Sells

1
+$4.3M
2
+$2.56M
3
+$2.5M
4
BLK icon
Blackrock
BLK
+$1.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.34M

Sector Composition

1 Consumer Staples 11.92%
2 Industrials 10.79%
3 Financials 9.69%
4 Technology 8.28%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+5
552
$1K ﹤0.01%
+28
553
$1K ﹤0.01%
+29
554
$1K ﹤0.01%
+11
555
$1K ﹤0.01%
+126
556
$1K ﹤0.01%
+7
557
$1K ﹤0.01%
+25
558
$1K ﹤0.01%
+13
559
$1K ﹤0.01%
+15
560
$1K ﹤0.01%
+11
561
$1K ﹤0.01%
+3
562
$1K ﹤0.01%
+34
563
$1K ﹤0.01%
+4
564
$1K ﹤0.01%
+1
565
$1K ﹤0.01%
+1
566
$1K ﹤0.01%
+8
567
$1K ﹤0.01%
+13
568
$1K ﹤0.01%
+2
569
$1K ﹤0.01%
+114
570
$1K ﹤0.01%
+15
571
$1K ﹤0.01%
+6
572
$1K ﹤0.01%
+10
573
$1K ﹤0.01%
+19
574
$1K ﹤0.01%
+83
575
$1K ﹤0.01%
+26
21 22
23
24 25