ACP
Arcus Capital Partners Portfolio holdings
AUM
$231M
This Quarter Return
+15.99%
1 Year Return
+10.11%
3 Year Return
+88.52%
5 Year Return
+415.84%
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(+6.4%)
Cap. Flow
-$18M
Cap. Flow
% of AUM
-6.52%
Top 10 Holdings %
Top 10 Hldgs %
65.59%
Holding
123
New
12
Increased
38
Reduced
41
Closed
10
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.57M |
| 2 |
iShares Select Dividend ETF
DVY
|
$2.44M |
| 3 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$819K |
| 4 |
Intuit
INTU
|
$710K |
| 5 |
Sound Financial Bancorp
SFBC
|
$503K |
Top Sells
| 1 |
Celsius Holdings
CELH
|
$9.46M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.35M |
| 3 |
Dream Finders Homes
DFH
|
$3.43M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.2M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.42M |
Sector Composition
| 1 | Consumer Discretionary | 24.04% |
| 2 | Consumer Staples | 17.03% |
| 3 | Financials | 8.7% |
| 4 | Technology | 4.5% |
| 5 | Industrials | 2.8% |
