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
626
$1K ﹤0.01%
+100
627
$1K ﹤0.01%
+82
628
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+24
629
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+6
630
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631
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632
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633
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634
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635
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636
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637
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638
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639
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640
$1K ﹤0.01%
+85
641
$1K ﹤0.01%
+25
642
$1K ﹤0.01%
+294
643
$1K ﹤0.01%
+2
644
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+1
645
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646
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+7
647
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+17
648
$1K ﹤0.01%
+680
649
$1K ﹤0.01%
+75
650
$1K ﹤0.01%
+28
24 25
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