ACM

Armbruster Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
160
-800
227
$6K ﹤0.01%
+219
228
$6K ﹤0.01%
+48
229
$6K ﹤0.01%
+187
230
$6K ﹤0.01%
50
231
$6K ﹤0.01%
+162
232
$6K ﹤0.01%
100
233
$6K ﹤0.01%
+192
234
$6K ﹤0.01%
+80
235
$6K ﹤0.01%
100
236
$6K ﹤0.01%
100
237
$5K ﹤0.01%
+788
238
$5K ﹤0.01%
+29
239
$5K ﹤0.01%
38
240
$5K ﹤0.01%
+170
241
$5K ﹤0.01%
+313
242
$5K ﹤0.01%
170
243
$5K ﹤0.01%
100
-125
244
$5K ﹤0.01%
+59
245
$5K ﹤0.01%
+90
246
$5K ﹤0.01%
234
247
$4K ﹤0.01%
+130
248
$4K ﹤0.01%
+81
249
$4K ﹤0.01%
+156
250
$4K ﹤0.01%
50
8 9
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