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
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$2K ﹤0.01%
21
602
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40
603
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604
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+66
605
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+116
606
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44
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$1K ﹤0.01%
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608
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4
610
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611
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4
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$1K ﹤0.01%
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614
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35
615
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616
$1K ﹤0.01%
9
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140
+65
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619
$1K ﹤0.01%
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620
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621
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10
622
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623
$1K ﹤0.01%
33
-891
624
$1K ﹤0.01%
17
625
$1K ﹤0.01%
30
23 24
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