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
$179M
AUM Growth
+$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.13M
3
+$889K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$855K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$211K

Top Sells

1
+$525K
2
+$373K
3
+$341K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$227K
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$224K

Sector Composition

1 Technology 2.31%
2 Healthcare 2.11%
3 Consumer Staples 2.09%
4 Industrials 1.47%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
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