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
$284M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.32M
3
+$2.55M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.06M

Top Sells

1
+$2.16M
2
+$1.21M
3
+$1.09M
4
AWK icon
American Water Works
AWK
+$979K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$961K

Sector Composition

1 Industrials 10.52%
2 Financials 9.96%
3 Consumer Staples 9.32%
4 Healthcare 8.32%
5 Technology 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
43
577
$2K ﹤0.01%
65
578
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23
579
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434
-61
580
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14
581
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49
-30
582
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109
583
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584
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17
585
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108
+22
586
$2K ﹤0.01%
57
587
$2K ﹤0.01%
17
588
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48
589
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19
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-12
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35
592
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594
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55
596
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597
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88
-40
598
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+62
599
$2K ﹤0.01%
50
600
$2K ﹤0.01%
36
22 23
24
25 26