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
$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
SPDR Dow Jones REIT ETF
RWR
+$224K

Sector Composition

1 Technology 2.31%
2 Healthcare 2.11%
3 Consumer Staples 2.09%
4 Industrials 1.46%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-22
302
-85
303
-600
304
-134