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
$145M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.52M
3
+$1.27M
4
CMI icon
Cummins
CMI
+$1.12M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$8.12M
2
+$1.31M
3
+$1.04M
4
GPC icon
Genuine Parts
GPC
+$853K
5
MSFT icon
Microsoft
MSFT
+$850K

Sector Composition

1 Industrials 15.14%
2 Technology 6.8%
3 Healthcare 5.68%
4 Consumer Staples 5.12%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55.6K 0.04%
12,480
177
$55.4K 0.04%
487
+33
178
$54.9K 0.04%
1,031
179
$54K 0.04%
2,900
180
$53.5K 0.04%
255
-11
181
$53.2K 0.04%
1,150
-183
182
$53K 0.04%
3,281
-100
183
$52.3K 0.04%
703
184
$51.9K 0.04%
1,061
+204
185
$51.2K 0.04%
3,324
-142
186
$46.5K 0.03%
3,000
187
$45.4K 0.03%
430
188
$43.5K 0.03%
250
189
$43.4K 0.03%
1,668
+1,516
190
$42.2K 0.03%
910
191
$42.2K 0.03%
1,432
192
$41.7K 0.03%
668
-293
193
$41.5K 0.03%
5,365
194
$41.3K 0.03%
607
195
$39K 0.03%
279
-9
196
$38.9K 0.03%
1,495
197
$38.8K 0.03%
554
198
$38.2K 0.03%
2,114
199
$34.6K 0.02%
620
200
$34.4K 0.02%
2,543
-107
6 7
8
9 10