ACM

Armbruster Capital Management Portfolio holdings

AUM $552M
1-Year Est. Return 14.32%
This Quarter Est. Return
1 Year Est. Return
+14.32%
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
+$951K
2
+$675K
3
+$665K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$442K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$267K

Top Sells

1
+$245K
2
+$210K
3
+$179K
4
SE
Spectra Energy Corp Wi
SE
+$120K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$118K

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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