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
$220M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
890
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.21M
3
+$3.08M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.35M
5
LMT icon
Lockheed Martin
LMT
+$2.26M

Top Sells

1
+$1.78M
2
+$1.64M
3
+$1.56M
4
CMI icon
Cummins
CMI
+$1.08M
5
CHRW icon
C.H. Robinson
CHRW
+$763K

Sector Composition

1 Industrials 11.71%
2 Consumer Staples 11.01%
3 Financials 8.7%
4 Technology 7.31%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+17
752
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40
753
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11
754
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19
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125
756
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+115
757
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100
758
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759
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3
761
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762
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763
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764
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765
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65
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766
$1K ﹤0.01%
20
767
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19
768
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769
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1
770
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12
771
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177
+128
772
$1K ﹤0.01%
14
773
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2
774
$1K ﹤0.01%
15
775
$1K ﹤0.01%
17
29 30
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32 33