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
$284M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.32M
3
+$2.55M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.06M

Top Sells

1
+$2.16M
2
+$1.21M
3
+$1.09M
4
AWK icon
American Water Works
AWK
+$979K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$961K

Sector Composition

1 Industrials 10.52%
2 Financials 9.96%
3 Consumer Staples 9.32%
4 Healthcare 8.32%
5 Technology 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$0 ﹤0.01%
57
752
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753
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754
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755
$0 ﹤0.01%
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756
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-1,043
757
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-10
758
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-18,467
759
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-85
760
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761
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762
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763
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764
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765
$0 ﹤0.01%
2
766
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$0 ﹤0.01%
3
-10
768
$0 ﹤0.01%
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769
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770
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771
$0 ﹤0.01%
680
772
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-396
773
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-1,300
774
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-7,219
775
$0 ﹤0.01%
3
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