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
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$9.17M
2 +$8.1M
3 +$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1 +$1.41M
2 +$1.18M
3 +$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$7K ﹤0.01%
510
252
$7K ﹤0.01%
500
253
$6K ﹤0.01%
152
254
$6K ﹤0.01%
50
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$6K ﹤0.01%
41
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$6K ﹤0.01%
100
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$6K ﹤0.01%
+230
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$6K ﹤0.01%
100
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$6K ﹤0.01%
100
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$5K ﹤0.01%
38
261
$5K ﹤0.01%
+110
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$5K ﹤0.01%
170
263
$5K ﹤0.01%
+80
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$5K ﹤0.01%
+160
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$5K ﹤0.01%
234
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$4K ﹤0.01%
75
-650
267
$4K ﹤0.01%
+120
268
$4K ﹤0.01%
138
269
$4K ﹤0.01%
50
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$4K ﹤0.01%
63
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$4K ﹤0.01%
108
272
$3K ﹤0.01%
50
273
$3K ﹤0.01%
75
274
$3K ﹤0.01%
28
275
$3K ﹤0.01%
75