ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
This Quarter Return
+4.73%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$265M
AUM Growth
+$265M
(+12%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
6.82%
Top 10 Holdings %
Top 10 Hldgs %
21.17%
Holding
795
New
93
Increased
156
Reduced
150
Closed
43
Top Buys
| 1 |
Apple
AAPL
|
$3.34M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.6M |
| 3 |
AstraZeneca
AZN
|
$2.3M |
| 4 |
Automatic Data Processing
ADP
|
$2.08M |
| 5 |
HCA Healthcare
HCA
|
$1.96M |
Top Sells
| 1 |
RAI
Reynolds American Inc
RAI
|
$2.31M |
| 2 |
Philip Morris
PM
|
$2.06M |
| 3 |
Vanguard Industrials ETF
VIS
|
$1.86M |
| 4 |
Principal Financial Group
PFG
|
$1.13M |
| 5 |
Procter & Gamble
PG
|
$1.11M |
Sector Composition
| 1 | Industrials | 11.69% |
| 2 | Consumer Staples | 9.81% |
| 3 | Financials | 9.21% |
| 4 | Healthcare | 7.82% |
| 5 | Technology | 7.33% |
