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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 $682,798,743
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 391,938 $28,787,831 4.22%
2.
Ishares Tr - CORE MSCI EAFE
 375,288 $28,390,507 4.16%
3.
Vanguard Index Fds - GROWTH ETF
 60,220 $22,330,949 3.27%
4.
Microsoft Corp
 MSFT 56,680 $21,277,191 3.12%
5.
Apple Inc.
 AAPL 89,170 $19,807,325 2.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)