ACP
Arcus Capital Partners Portfolio holdings
AUM
$231M
This Quarter Return
-5.25%
1 Year Return
+10.11%
3 Year Return
+88.52%
5 Year Return
+415.84%
10 Year Return
–
AUM
$253M
AUM Growth
+$253M
(-7.9%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
73.82%
Holding
138
New
10
Increased
29
Reduced
36
Closed
40
Top Buys
Top Sells
| 1 |
HNI Corp
HNI
|
$2.51M |
| 2 |
SFLY
Shutterfly, Inc.
SFLY
|
$824K |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$595K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$587K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$560K |
Sector Composition
| 1 | Consumer Staples | 43.88% |
| 2 | Financials | 4.04% |
| 3 | Technology | 1.33% |
| 4 | Communication Services | 1.15% |
| 5 | Industrials | 1.02% |
