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
76
$2.06M 0.33%
7,099
+191
77
$2.01M 0.33%
7,814
+703
78
$1.97M 0.32%
6,292
+66
79
$1.92M 0.31%
27,680
-216
80
$1.9M 0.31%
22,687
-29
81
$1.9M 0.31%
30,259
+6,258
82
$1.89M 0.31%
74,863
+5,096
83
$1.82M 0.29%
3,355
+75
84
$1.81M 0.29%
8,020
-4,827
85
$1.78M 0.29%
6,916
+125
86
$1.78M 0.29%
17,329
-35
87
$1.75M 0.28%
13,512
+8,030
88
$1.74M 0.28%
3,133
+121
89
$1.69M 0.27%
+5,558
90
$1.67M 0.27%
24,810
+210
91
$1.65M 0.27%
10,527
-116
92
$1.62M 0.26%
9,356
-541
93
$1.61M 0.26%
7,946
+1,386
94
$1.6M 0.26%
6,106
+17
95
$1.56M 0.25%
7,823
-69
96
$1.54M 0.25%
7,199
-4
97
$1.54M 0.25%
48,878
-134
98
$1.51M 0.24%
12,171
-182
99
$1.46M 0.24%
8,988
+1,504
100
$1.46M 0.24%
61,112
+1,722
2 3
4
5 6