ACM

Armbruster Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$667K
3
+$662K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$434K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$274K

Top Sells

1
+$244K
2
+$204K
3
+$182K
4
SE
Spectra Energy Corp Wi
SE
+$120K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$114K

Sector Composition

1 Technology 2.61%
2 Healthcare 2.36%
3 Consumer Staples 2.19%
4 Energy 1.59%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
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