ACM

Armbruster Capital Management Portfolio holdings

AUM $610M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
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
+$6.87M
2
+$3.37M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.52M

Top Sells

1
+$3.74M
2
+$506K
3
+$338K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$167K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$158K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
86
252
$2K ﹤0.01%
54
253
$2K ﹤0.01%
25
254
$2K ﹤0.01%
42
255
$2K ﹤0.01%
50
256
$2K ﹤0.01%
+144
257
$2K ﹤0.01%
94
258
$2K ﹤0.01%
29
259
$2K ﹤0.01%
+91
260
$2K ﹤0.01%
45
261
$2K ﹤0.01%
71
262
$2K ﹤0.01%
106
263
$2K ﹤0.01%
44
264
$2K ﹤0.01%
37
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$1K ﹤0.01%
+16
266
$1K ﹤0.01%
82
267
$1K ﹤0.01%
+6
268
$1K ﹤0.01%
40
269
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271
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273
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274
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275
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-60
8 9 10
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