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
$209M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.29M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$1.17M
5
PG icon
Procter & Gamble
PG
+$919K

Top Sells

1
+$3.94M
2
+$2.29M
3
+$1.27M
4
ORCL icon
Oracle
ORCL
+$1.06M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$981K

Sector Composition

1 Consumer Staples 13.31%
2 Industrials 12.45%
3 Financials 8.35%
4 Healthcare 7%
5 Technology 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.37%
24,955
+674
102
$766K 0.37%
14,748
-2,085
103
$763K 0.37%
6,900
+3,408
104
$754K 0.36%
6,791
-853
105
$747K 0.36%
13,014
-1,184
106
$740K 0.35%
9,300
+553
107
$735K 0.35%
18,914
+54
108
$728K 0.35%
10,667
+483
109
$716K 0.34%
11,804
-84
110
$715K 0.34%
83,253
+38,652
111
$694K 0.33%
8,610
-3,498
112
$676K 0.32%
13,216
-1,550
113
$670K 0.32%
12,616
-513
114
$664K 0.32%
+4,983
115
$655K 0.31%
14,488
-1,393
116
$654K 0.31%
16,574
+3,432
117
$651K 0.31%
19,880
+12,685
118
$641K 0.31%
37,458
-100
119
$621K 0.3%
8,796
+368
120
$619K 0.3%
9,825
+2,195
121
$614K 0.29%
6,257
+242
122
$600K 0.29%
9,039
-3,236
123
$586K 0.28%
5,257
+989
124
$585K 0.28%
18,083
+2,837
125
$579K 0.28%
11,447
-3,117
3 4
5
6 7