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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
Procter & Gamble
PG
+$1.11M

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
651
$1K ﹤0.01%
61
652
$1K ﹤0.01%
3
653
$1K ﹤0.01%
105
654
$1K ﹤0.01%
16
655
$1K ﹤0.01%
63
656
$1K ﹤0.01%
48
657
$1K ﹤0.01%
11
658
$1K ﹤0.01%
127
659
$1K ﹤0.01%
15
660
$1K ﹤0.01%
34
661
$1K ﹤0.01%
16
-34
662
$1K ﹤0.01%
337
663
$1K ﹤0.01%
8
664
$1K ﹤0.01%
114
665
$1K ﹤0.01%
34
666
$1K ﹤0.01%
18
667
$1K ﹤0.01%
26
668
$1K ﹤0.01%
+39
669
$1K ﹤0.01%
16
670
$1K ﹤0.01%
5
-4,668
671
$1K ﹤0.01%
22
-91
672
$1K ﹤0.01%
16
673
$1K ﹤0.01%
15
674
$1K ﹤0.01%
22
-33
675
$1K ﹤0.01%
1
25 26
27
28 29