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
$195M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$448K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$354K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1
+$599K
2
+$104K
3
+$79.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$70K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.99%
3 Consumer Staples 1.86%
4 Financials 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
35
227
$4K ﹤0.01%
22
228
$4K ﹤0.01%
173
229
$4K ﹤0.01%
37
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$4K ﹤0.01%
81
231
$4K ﹤0.01%
132
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$3K ﹤0.01%
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$3K ﹤0.01%
68
234
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15
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$3K ﹤0.01%
304
236
$3K ﹤0.01%
94
237
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5
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-249
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$3K ﹤0.01%
24
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$2K ﹤0.01%
44
241
$2K ﹤0.01%
106
242
$2K ﹤0.01%
+150
243
$2K ﹤0.01%
54
244
$2K ﹤0.01%
71
245
$2K ﹤0.01%
45
246
$2K ﹤0.01%
+29
247
$2K ﹤0.01%
42
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$2K ﹤0.01%
39
249
$2K ﹤0.01%
25
-3
250
$2K ﹤0.01%
54
8 9
10
11 12