ACP
Arcus Capital Partners Portfolio holdings
AUM
$231M
This Quarter Return
+2.82%
1 Year Return
+10.11%
3 Year Return
+88.52%
5 Year Return
+415.84%
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.58%
Holding
91
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Coca-Cola
KO
|
$28.1M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$16M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$13.3M |
| 4 |
EVER
Everbank Financial Corp
EVER
|
$12.5M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 29.89% |
| 2 | Financials | 4.92% |
| 3 | Energy | 1.89% |
| 4 | Consumer Discretionary | 1.78% |
| 5 | Industrials | 1.62% |
