ACM

Armbruster Capital Management Portfolio holdings

AUM $610M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.12M
3
+$1.1M
4
MTB icon
M&T Bank
MTB
+$509K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$366K

Top Sells

1
+$741K
2
+$475K
3
+$301K
4
CL icon
Colgate-Palmolive
CL
+$235K
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$214K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
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