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
276
$3K ﹤0.01%
175
277
$3K ﹤0.01%
+125
278
$3K ﹤0.01%
2,000
279
$3K ﹤0.01%
100
280
$2K ﹤0.01%
30
-45
281
$2K ﹤0.01%
+71
282
$2K ﹤0.01%
76
283
$2K ﹤0.01%
28
284
$2K ﹤0.01%
82
285
$2K ﹤0.01%
75
286
$1K ﹤0.01%
+9
287
$1K ﹤0.01%
+38
288
$1K ﹤0.01%
+25
289
$1K ﹤0.01%
45
290
$1K ﹤0.01%
+26
291
$1K ﹤0.01%
+18
292
$1K ﹤0.01%
21
293
$1K ﹤0.01%
14
294
– –
-286
295
– –
-7,282
296
– –
-49
297
$0 ﹤0.01%
+60
298
– –
-500
299
– –
-2,206
300
– –
-700
10 11
12
13 14