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Home > Institutional Investor > Archford Capital Strategies, Llc > Profile

Instuitional Investor - Archford Capital Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Archford Capital Strategies, Llc
Portfolio Value $546,489,925
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Growth Etf
 102,684 $31,922,392 5.84%
2.
Vanguard Bond Index Funds
 BND 370,586 $27,256,619 4.98%
3.
Ishares Core Msci Eafe Etf
 298,611 $21,007,255 3.84%
4.
Microsoft Corp
 MSFT 45,222 $17,005,290 3.11%
5.
Vanguard Value Etf
 94,384 $14,110,359 2.58%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)