ACM
Armbruster Capital Management Portfolio holdings
AUM
$552M
This Quarter Return
+3.01%
1 Year Return
+14.32%
3 Year Return
+44.28%
5 Year Return
+79.81%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+3.3%)
Cap. Flow
+$797K
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
73.69%
Holding
300
New
29
Increased
52
Reduced
54
Closed
26
Top Buys
| 1 |
Invesco S&P SmallCap 600 Pure Value ETF
RZV
|
$590K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$417K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$372K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$337K |
| 5 |
Invesco S&P 500 Pure Value ETF
RPV
|
$295K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$544K |
| 2 |
Schwab International Equity ETF
SCHF
|
$351K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$181K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$141K |
| 5 |
Viatris
VTRS
|
$117K |
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Healthcare | 2.14% |
| 3 | Consumer Staples | 2.07% |
| 4 | Financials | 1.41% |
| 5 | Industrials | 1.38% |
