ACP
Arcus Capital Partners Portfolio holdings
AUM
$231M
This Quarter Return
+4.08%
1 Year Return
+10.11%
3 Year Return
+88.52%
5 Year Return
+415.84%
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(+5.9%)
Cap. Flow
+$5.69M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
73.56%
Holding
151
New
50
Increased
39
Reduced
19
Closed
18
Top Buys
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$4.27M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$3.79M |
| 3 |
Schwab International Equity ETF
SCHF
|
$2.97M |
| 4 |
HNI Corp
HNI
|
$2.51M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$1.37M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.38M |
| 2 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$1.36M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$1.33M |
| 4 |
Global X MLP ETF
MLPA
|
$1.25M |
| 5 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$1.25M |
Sector Composition
| 1 | Consumer Staples | 47% |
| 2 | Financials | 3.66% |
| 3 | Consumer Discretionary | 1.49% |
| 4 | Technology | 1.27% |
| 5 | Industrials | 1.22% |
