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
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.74M
3
+$4.56M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.63M

Top Sells

1
+$1.34M
2
+$1.09M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$243K
5
PAYX icon
Paychex
PAYX
+$182K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
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