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
51
$1.52M 0.57%
10,787
+500
52
$1.51M 0.57%
13,952
+740
53
$1.5M 0.57%
17,177
+1,365
54
$1.46M 0.55%
27,095
+3,375
55
$1.46M 0.55%
+26,780
56
$1.46M 0.55%
38,019
+303
57
$1.44M 0.54%
3,756
+178
58
$1.42M 0.53%
18,255
+780
59
$1.34M 0.51%
186,320
60
$1.33M 0.5%
+8,068
61
$1.32M 0.5%
+16,983
62
$1.32M 0.5%
12,134
+1,231
63
$1.3M 0.49%
25,337
-7,948
64
$1.26M 0.47%
12,873
+369
65
$1.21M 0.46%
32,116
-2,034
66
$1.21M 0.45%
21,375
+2,043
67
$1.19M 0.45%
7,727
-541
68
$1.19M 0.45%
23,009
69
$1.18M 0.45%
16,304
+45
70
$1.18M 0.44%
24,568
+185
71
$1.18M 0.44%
8,577
+587
72
$1.16M 0.44%
20,916
+17,916
73
$1.15M 0.43%
10,153
-18,276
74
$1.14M 0.43%
22,679
+4
75
$1.14M 0.43%
7,950
+278
1 2
3
4 5