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
626
$1K ﹤0.01%
50
-6
627
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18
628
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26
629
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66
630
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21
631
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632
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633
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635
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4
636
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125
637
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35
638
$1K ﹤0.01%
66
639
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9
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140
+65
641
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16
642
$1K ﹤0.01%
7
643
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644
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9
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645
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3
646
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647
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+17
648
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54
-9
649
$1K ﹤0.01%
48
650
$1K ﹤0.01%
29
24 25
26
27 28