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
$617M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.81M
3
+$1.69M
4
AAPL icon
Apple
AAPL
+$1.53M
5
AME icon
Ametek
AME
+$1.39M

Top Sells

1
+$1.75M
2
+$1.36M
3
+$1.31M
4
ADI icon
Analog Devices
ADI
+$1.22M
5
ADSK icon
Autodesk
ADSK
+$1.1M

Sector Composition

1 Technology 15.46%
2 Healthcare 4.55%
3 Financials 4.21%
4 Industrials 3.3%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.09M 0.5%
15,873
-89
52
$3.03M 0.49%
6,497
+108
53
$3.03M 0.49%
5,256
-122
54
$2.99M 0.48%
42,197
-395
55
$2.97M 0.48%
15,039
+490
56
$2.91M 0.47%
6,603
+51
57
$2.91M 0.47%
42,911
-200
58
$2.72M 0.44%
22,907
-61
59
$2.7M 0.44%
16,391
-6,624
60
$2.66M 0.43%
4,044
+43
61
$2.64M 0.43%
30,096
+424
62
$2.63M 0.43%
32,151
+948
63
$2.41M 0.39%
15,347
+6,202
64
$2.38M 0.39%
48,082
+393
65
$2.36M 0.38%
116,283
+5,223
66
$2.35M 0.38%
11,103
+378
67
$2.35M 0.38%
94,355
+3,643
68
$2.31M 0.37%
91,957
+3,542
69
$2.27M 0.37%
30,389
+1,068
70
$2.25M 0.36%
17,040
-27
71
$2.19M 0.36%
3,968
+2
72
$2.18M 0.35%
28,909
+479
73
$2.14M 0.35%
8,380
+3,911
74
$2.12M 0.34%
86,448
+4,747
75
$2.07M 0.34%
3,812
+51
1 2
3
4 5