ACS
Archford Capital Strategies Portfolio holdings
AUM
$782M
1-Year Return
16.93%
This Quarter Return
+2.15%
1 Year Return
+16.93%
3 Year Return
+57.74%
5 Year Return
+86.93%
10 Year Return
+191.61%
AUM
$617M
AUM Growth
+$21.4M
(+3.6%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
29.88%
Holding
279
New
20
Increased
129
Reduced
75
Closed
21
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$4.67M |
| 2 |
Visa
V
|
$1.81M |
| 3 |
Accenture
ACN
|
$1.69M |
| 4 |
Apple
AAPL
|
$1.53M |
| 5 |
Ametek
AME
|
$1.39M |
Top Sells
| 1 |
Philip Morris
PM
|
$1.75M |
| 2 |
Novartis
NVS
|
$1.36M |
| 3 |
AbbVie
ABBV
|
$1.31M |
| 4 |
Analog Devices
ADI
|
$1.22M |
| 5 |
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% |
