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

Top Buys

1
+$9.17M
2
+$8.1M
3
+$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1
+$1.41M
2
+$1.18M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

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
in Stake 		Capital Flow
26
$629K 0.43%
21,259
27
$603K 0.41%
8,540
-800
28
$559K 0.38%
3,941
+2,409
29
$548K 0.37%
2,650
30
$546K 0.37%
5,850
+1,275
31
$522K 0.36%
8,821
-363
32
$508K 0.35%
37,521
+27,525
33
$496K 0.34%
11,975
-2,625
34
$477K 0.33%
4,408
+120
35
$473K 0.32%
4,645
-11,583
36
$454K 0.31%
3,028
37
$449K 0.31%
8,134
+215
38
$423K 0.29%
2,800
39
$392K 0.27%
47,748
-204
40
$389K 0.27%
3,750
+780
41
$388K 0.27%
4,719
+375
42
$365K 0.25%
3,831
+300
43
$344K 0.24%
7,409
44
$340K 0.23%
2,440
-359
45
$329K 0.22%
4,550
-191
46
$327K 0.22%
2,937
-50
47
$322K 0.22%
5,043
-200
48
$318K 0.22%
6,289
-466
49
$316K 0.22%
15,258
+2,324
50
$313K 0.21%
3,058
-600
1
2
3 4 5