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
$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
576
$2K ﹤0.01%
+57
577
$2K ﹤0.01%
+23
578
$2K ﹤0.01%
46
579
$2K ﹤0.01%
70
580
$2K ﹤0.01%
115
581
$2K ﹤0.01%
19
+8
582
$2K ﹤0.01%
120
583
$2K ﹤0.01%
46
584
$2K ﹤0.01%
14
585
$2K ﹤0.01%
25
+7
586
$2K ﹤0.01%
45
587
$2K ﹤0.01%
96
588
$2K ﹤0.01%
57
589
$2K ﹤0.01%
10
590
$2K ﹤0.01%
83
591
$2K ﹤0.01%
356
592
$2K ﹤0.01%
10
593
$2K ﹤0.01%
32
594
$2K ﹤0.01%
120
595
$2K ﹤0.01%
200
596
$2K ﹤0.01%
16
+5
597
$2K ﹤0.01%
38
598
$2K ﹤0.01%
81
599
$2K ﹤0.01%
27
600
$2K ﹤0.01%
36
22 23
24
25 26