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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.06M
3 +$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1 +$569K
2 +$369K
3 +$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5K ﹤0.01%
100
252
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
600
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$4K ﹤0.01%
105
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$4K ﹤0.01%
90
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$4K ﹤0.01%
56
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$4K ﹤0.01%
156
259
$4K ﹤0.01%
81
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$4K ﹤0.01%
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261
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$3K ﹤0.01%
+300
267
$3K ﹤0.01%
100
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$3K ﹤0.01%
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269
$3K ﹤0.01%
+22
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$3K ﹤0.01%
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$3K ﹤0.01%
75
272
$3K ﹤0.01%
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273
$3K ﹤0.01%
+37
274
$3K ﹤0.01%
28
275
$3K ﹤0.01%
+28