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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$4.92M
3
+$3.68M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.27M
5
VIS icon
Vanguard Industrials ETF
VIS
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.51%
2 Technology 6.25%
3 Energy 6%
4 Healthcare 5.88%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46.7K 0.04%
+1,239
177
$45.8K 0.04%
+1,200
178
$45.7K 0.04%
+2,720
179
$45.7K 0.04%
+579
180
$44.2K 0.04%
+1,304
181
$44.1K 0.04%
+1,454
182
$43.6K 0.04%
+3,000
183
$43.5K 0.04%
+593
184
$43.2K 0.04%
+1,117
185
$42K 0.04%
+682
186
$39.4K 0.03%
+223
187
$39.3K 0.03%
+554
188
$39.1K 0.03%
+2,225
189
$37.2K 0.03%
+439
190
$37K 0.03%
+295
191
$35.9K 0.03%
+4,510
192
$35.7K 0.03%
+626
193
$35K 0.03%
+910
194
$34.3K 0.03%
+511
195
$34K 0.03%
+695
196
$33.7K 0.03%
+1,040
197
$33.3K 0.03%
+620
198
$33.2K 0.03%
+325
199
$33.1K 0.03%
+2,114
200
$32K 0.03%
+412
6 7
8
9 10