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
$243M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$2.18M
4
TGT icon
Target
TGT
+$2M
5
PM icon
Philip Morris
PM
+$1.79M

Top Sells

1
+$1.17M
2
+$1.02M
3
+$729K
4
ABBV icon
AbbVie
ABBV
+$407K
5
XOM icon
Exxon Mobil
XOM
+$358K

Sector Composition

1 Industrials 12.25%
2 Consumer Staples 12.02%
3 Financials 8.52%
4 Healthcare 7.24%
5 Technology 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.59%
8,948
+157
52
$1.38M 0.57%
10,120
+344
53
$1.36M 0.56%
20,957
+12,548
54
$1.34M 0.55%
3,701
+117
55
$1.32M 0.55%
15,331
+46
56
$1.28M 0.53%
37,474
-125
57
$1.26M 0.52%
11,319
+122
58
$1.26M 0.52%
45,898
+30,313
59
$1.26M 0.52%
9,548
+7,822
60
$1.24M 0.51%
16,676
+1,015
61
$1.22M 0.5%
11,216
+7,633
62
$1.21M 0.5%
36,504
+710
63
$1.21M 0.5%
27,548
+338
64
$1.2M 0.49%
10,572
+1,582
65
$1.19M 0.49%
12,360
+216
66
$1.18M 0.48%
7,714
+106
67
$1.17M 0.48%
10,337
+8,988
68
$1.14M 0.47%
12,793
+364
69
$1.14M 0.47%
7,706
-38
70
$1.13M 0.47%
11,251
+9,395
71
$1.13M 0.47%
35,577
+1,122
72
$1.12M 0.46%
25,294
+3,264
73
$1.07M 0.44%
15,205
+13,086
74
$1.06M 0.44%
23,303
+20,942
75
$1.05M 0.43%
11,189
+131
1 2
3
4 5