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
101
$1.44M 0.23%
6,514
-103
102
$1.4M 0.23%
13,134
+151
103
$1.39M 0.23%
2,548
-28
104
$1.39M 0.23%
9,536
-3,511
105
$1.39M 0.23%
+8,342
106
$1.39M 0.23%
56,044
+1,573
107
$1.33M 0.22%
58,659
+1,717
108
$1.33M 0.21%
14,544
-982
109
$1.32M 0.21%
+52,245
110
$1.32M 0.21%
55,661
+1,633
111
$1.31M 0.21%
3,600
112
$1.3M 0.21%
8,736
+154
113
$1.3M 0.21%
12,919
-35
114
$1.29M 0.21%
60,892
+2,008
115
$1.24M 0.2%
31,625
+2,878
116
$1.22M 0.2%
5,136
+60
117
$1.2M 0.2%
+7,082
118
$1.18M 0.19%
10,498
+6
119
$1.16M 0.19%
7,009
-4,826
120
$1.15M 0.19%
14,856
-219
121
$1.12M 0.18%
11,588
+137
122
$1.09M 0.18%
274
-9
123
$1.08M 0.17%
+5,487
124
$991K 0.16%
20,867
+1,177
125
$987K 0.16%
5,753
-7,654
3 4
5
6 7