ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
1-Year Return
16.93%
This Quarter Return
+5.52%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$136M
AUM Growth
+$10.1M
(+8%)
Cap. Flow
+$4.01M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
30.53%
Holding
826
New
40
Increased
153
Reduced
89
Closed
40
Top Buys
| 1 |
Dover
DOV
|
$802K |
| 2 |
American Tower
AMT
|
$611K |
| 3 |
Dominion Energy
D
|
$426K |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$358K |
| 5 |
Exxon Mobil
XOM
|
$329K |
Top Sells
| 1 |
CSX Corp
CSX
|
$822K |
| 2 |
General Dynamics
GD
|
$734K |
| 3 |
McDonald's
MCD
|
$701K |
| 4 |
Quest Diagnostics
DGX
|
$676K |
| 5 |
Baxter International
BAX
|
$589K |
Sector Composition
| 1 | Industrials | 16.97% |
| 2 | Technology | 7.56% |
| 3 | Healthcare | 5.7% |
| 4 | Consumer Staples | 5.02% |
| 5 | Financials | 4.85% |
