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
$126M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$707K
3
+$693K
4
CHRW icon
C.H. Robinson
CHRW
+$664K
5
DIS icon
Walt Disney
DIS
+$568K

Top Sells

1
+$1.36M
2
+$852K
3
+$644K
4
CVX icon
Chevron
CVX
+$376K
5
MON
Monsanto Co
MON
+$297K

Sector Composition

1 Industrials 16.23%
2 Technology 6.78%
3 Healthcare 6.67%
4 Energy 5.33%
5 Financials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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728
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730
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733
$0 ﹤0.01%
5
734
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735
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736
$0 ﹤0.01%
7
737
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738
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739
$0 ﹤0.01%
3
740
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741
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742
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743
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745
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746
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747
$0 ﹤0.01%
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748
$0 ﹤0.01%
16
749
$0 ﹤0.01%
17
-4
750
$0 ﹤0.01%
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