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
$265M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.6M
3
+$2.3M
4
ADP icon
Automatic Data Processing
ADP
+$2.08M
5
HCA icon
HCA Healthcare
HCA
+$1.96M

Top Sells

1
+$2.31M
2
+$2.06M
3
+$1.86M
4
PFG icon
Principal Financial Group
PFG
+$1.13M
5
PG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$165K 0.06%
2,129
-149
202
$162K 0.06%
2,340
+1,430
203
$160K 0.06%
+1,983
204
$160K 0.06%
991
+5
205
$158K 0.06%
+2,500
206
$157K 0.06%
1,692
-520
207
$155K 0.06%
+3,295
208
$155K 0.06%
1,587
+481
209
$153K 0.06%
+3,460
210
$153K 0.06%
2,599
+1,258
211
$151K 0.06%
5,088
+2,131
212
$139K 0.05%
3,241
+1,281
213
$137K 0.05%
1,975
214
$137K 0.05%
2,455
+1,253
215
$137K 0.05%
3,487
+1,487
216
$135K 0.05%
2,696
+1,452
217
$132K 0.05%
1,589
218
$129K 0.05%
1,050
-297
219
$127K 0.05%
9,271
-49,269
220
$125K 0.05%
+5,284
221
$123K 0.05%
925
222
$123K 0.05%
1,271
-97
223
$121K 0.05%
8,131
-4,127
224
$121K 0.05%
1,145
225
$118K 0.04%
5,380
+1,680
7 8
9
10 11