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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
+161
252
$4K ﹤0.01%
+56
253
$4K ﹤0.01%
+105
254
$4K ﹤0.01%
108
255
$4K ﹤0.01%
+134
256
$4K ﹤0.01%
+97
257
$3K ﹤0.01%
+56
258
$3K ﹤0.01%
50
259
$3K ﹤0.01%
28
260
$3K ﹤0.01%
75
261
$3K ﹤0.01%
63
262
$3K ﹤0.01%
175
263
$3K ﹤0.01%
2,000
264
$3K ﹤0.01%
100
265
$2K ﹤0.01%
37
-38
266
$2K ﹤0.01%
30
267
$2K ﹤0.01%
38
-37
268
$2K ﹤0.01%
71
269
$2K ﹤0.01%
45
270
$2K ﹤0.01%
+108
271
$2K ﹤0.01%
76
272
$2K ﹤0.01%
+94
273
$2K ﹤0.01%
42
+24
274
$2K ﹤0.01%
+39
275
$2K ﹤0.01%
82
9 10
11
12 13