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
626
$2K ﹤0.01%
17
-212
627
$2K ﹤0.01%
52
628
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76
629
$1K ﹤0.01%
16
630
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+7
631
$1K ﹤0.01%
+10
632
$1K ﹤0.01%
47
633
$1K ﹤0.01%
+10
634
$1K ﹤0.01%
35
-299
635
$1K ﹤0.01%
65
636
$1K ﹤0.01%
+265
637
$1K ﹤0.01%
48
638
$1K ﹤0.01%
11
639
$1K ﹤0.01%
127
640
$1K ﹤0.01%
15
641
$1K ﹤0.01%
44
642
$1K ﹤0.01%
+82
643
$1K ﹤0.01%
40
644
$1K ﹤0.01%
42
645
$1K ﹤0.01%
115
646
$1K ﹤0.01%
23
647
$1K ﹤0.01%
294
648
$1K ﹤0.01%
9
649
$1K ﹤0.01%
35
650
$1K ﹤0.01%
+17
24 25
26
27 28