ACS

Archford Capital Strategies Portfolio holdings

AUM $840M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
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
576
$1K ﹤0.01%
+13
577
$1K ﹤0.01%
+15
578
$1K ﹤0.01%
+11
579
$1K ﹤0.01%
+3
580
$1K ﹤0.01%
+34
581
$1K ﹤0.01%
+12
582
$1K ﹤0.01%
+12
583
$1K ﹤0.01%
+4
584
$1K ﹤0.01%
+1
585
$1K ﹤0.01%
+1
586
$1K ﹤0.01%
+8
587
$1K ﹤0.01%
+13
588
$1K ﹤0.01%
+2
589
$1K ﹤0.01%
+114
590
$1K ﹤0.01%
+15
591
$1K ﹤0.01%
+6
592
$1K ﹤0.01%
+10
593
$1K ﹤0.01%
+19
594
$1K ﹤0.01%
+83
595
$1K ﹤0.01%
+26
596
$1K ﹤0.01%
+16
597
$1K ﹤0.01%
+5
598
$1K ﹤0.01%
+2
599
$1K ﹤0.01%
+9
600
$1K ﹤0.01%
+16
22 23
24
25 26