ACM

Armbruster Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.04M
3
+$665K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$569K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$514K

Top Sells

1
+$559K
2
+$373K
3
+$192K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$179K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$162K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
48
227
$7K ﹤0.01%
120
-500
228
$7K ﹤0.01%
100
229
$7K ﹤0.01%
234
230
$6K ﹤0.01%
+28
231
$6K ﹤0.01%
175
-3
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$6K ﹤0.01%
75
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$6K ﹤0.01%
48
234
$6K ﹤0.01%
313
235
$6K ﹤0.01%
+7
236
$6K ﹤0.01%
192
237
$5K ﹤0.01%
+302
238
$5K ﹤0.01%
+85
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$5K ﹤0.01%
29
240
$5K ﹤0.01%
38
241
$5K ﹤0.01%
+73
242
$5K ﹤0.01%
170
243
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$5K ﹤0.01%
170
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$5K ﹤0.01%
180
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$5K ﹤0.01%
100
247
$5K ﹤0.01%
63
248
$5K ﹤0.01%
161
249
$5K ﹤0.01%
+80
250
$5K ﹤0.01%
173
8 9
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