ACS

Archford Capital Strategies Portfolio holdings

AUM $873M
1-Year Est. Return 22.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.36%
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
+$26.8M
2
+$3.06M
3
+$2.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.51M
5
AZN icon
AstraZeneca
AZN
+$2.14M

Top Sells

1
+$2.2M
2
+$1.89M
3
+$1.85M
4
PG icon
Procter & Gamble
PG
+$1.1M
5
PFG icon
Principal Financial Group
PFG
+$1.09M

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%
127
652
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15
653
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34
654
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16
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337
656
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8
657
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658
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18
659
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26
660
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+39
661
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16
662
$1K ﹤0.01%
5
-4,668
663
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22
-91
664
$1K ﹤0.01%
16
665
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15
666
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22
-33
667
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1
668
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15
669
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26
670
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4
671
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16
672
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13
673
$1K ﹤0.01%
42
-15
674
$1K ﹤0.01%
21
675
$1K ﹤0.01%
51
-42
25 26
27
28 29