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
$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
576
$1K ﹤0.01%
44
577
$1K ﹤0.01%
35
578
$1K ﹤0.01%
31
579
$1K ﹤0.01%
12
580
$1K ﹤0.01%
100
581
$1K ﹤0.01%
40
582
$1K ﹤0.01%
24
583
$1K ﹤0.01%
47
584
$1K ﹤0.01%
42
585
$1K ﹤0.01%
21
586
$1K ﹤0.01%
5
587
$1K ﹤0.01%
33
588
$1K ﹤0.01%
35
589
$1K ﹤0.01%
50
590
$1K ﹤0.01%
17
591
$1K ﹤0.01%
23
592
$1K ﹤0.01%
9
+3
593
$1K ﹤0.01%
12
594
$1K ﹤0.01%
20
595
$1K ﹤0.01%
12
596
$1K ﹤0.01%
32
597
$1K ﹤0.01%
500
598
$1K ﹤0.01%
21
599
$1K ﹤0.01%
21
600
$1K ﹤0.01%
8
22 23
24
25 26