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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.92M
3
+$3.68M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.27M
5
VIS icon
Vanguard Industrials ETF
VIS
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.51%
2 Technology 6.25%
3 Energy 6%
4 Healthcare 5.88%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$604 ﹤0.01%
+21
652
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654
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656
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660
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671
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672
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673
$530 ﹤0.01%
+8
674
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675
$519 ﹤0.01%
+17
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