ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
1-Year Return
16.93%
This Quarter Return
-0.53%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$126M
AUM Growth
-$3.46M
(-2.7%)
Cap. Flow
-$2.25M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
937
New
20
Increased
110
Reduced
132
Closed
158
Top Buys
| 1 |
STJ
St Jude Medical
STJ
|
+$748K |
| 2 |
Microsoft
MSFT
|
+$720K |
| 3 |
Qualcomm
QCOM
|
+$691K |
| 4 |
C.H. Robinson
CHRW
|
+$662K |
| 5 |
Walt Disney
DIS
|
+$573K |
Top Sells
| 1 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
+$835K |
| 2 |
McDonald's
MCD
|
+$640K |
| 3 |
Chevron
CVX
|
+$352K |
| 4 |
MON
Monsanto Co
MON
|
+$286K |
| 5 |
Automatic Data Processing
ADP
|
+$161K |
Sector Composition
| 1 | Industrials | 16.23% |
| 2 | Technology | 6.78% |
| 3 | Healthcare | 6.67% |
| 4 | Energy | 5.33% |
| 5 | Financials | 5.27% |