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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
35
227
$5K ﹤0.01%
33
228
$5K ﹤0.01%
+34
229
$5K ﹤0.01%
+59
230
$5K ﹤0.01%
66
-100
231
$4K ﹤0.01%
173
232
$4K ﹤0.01%
22
233
$4K ﹤0.01%
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234
$4K ﹤0.01%
+50
235
$4K ﹤0.01%
35
236
$4K ﹤0.01%
+25
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$4K ﹤0.01%
37
238
$4K ﹤0.01%
81
239
$4K ﹤0.01%
12
240
$3K ﹤0.01%
24
241
$3K ﹤0.01%
42
242
$3K ﹤0.01%
5
243
$3K ﹤0.01%
+36
244
$3K ﹤0.01%
+40
245
$3K ﹤0.01%
+208
246
$3K ﹤0.01%
+87
247
$3K ﹤0.01%
54
248
$3K ﹤0.01%
304
249
$3K ﹤0.01%
15
250
$3K ﹤0.01%
56
8 9
10
11 12