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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

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
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