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

Top Buys

1
+$1.17M
2
+$1.09M
3
+$436K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$346K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1
+$602K
2
+$102K
3
+$77.7K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.4K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$68.3K

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%
30
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5
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12
-249
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106
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$2K ﹤0.01%
+150
243
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+29
247
$2K ﹤0.01%
42
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249
$2K ﹤0.01%
25
-3
250
$2K ﹤0.01%
54
8 9
10
11 12