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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
$140M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$846K
3
+$803K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$731K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$636K

Top Sells

1
+$1.29M
2
+$1.02M
3
+$338K
4
DOV icon
Dover
DOV
+$325K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$287K

Sector Composition

1 Industrials 15.05%
2 Technology 6.03%
3 Healthcare 5.62%
4 Financials 5.04%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
40
577
$1K ﹤0.01%
5
578
$1K ﹤0.01%
33
579
$1K ﹤0.01%
100
580
$1K ﹤0.01%
35
581
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50
582
$1K ﹤0.01%
17
583
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23
584
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31
585
$1K ﹤0.01%
20
586
$1K ﹤0.01%
12
587
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94
588
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33
589
– –
0
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$1K ﹤0.01%
17
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34
592
$1K ﹤0.01%
33
593
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22
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$1K ﹤0.01%
45
598
$1K ﹤0.01%
46
599
$1K ﹤0.01%
12
600
$1K ﹤0.01%
16
22 23
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25 26