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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$1.16M
3 +$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1 +$706K
2 +$457K
3 +$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

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
in Stake
Capital Flow
26
$723K 0.47%
7,112
-125
27
$625K 0.4%
7,500
28
$589K 0.38%
18,057
-3,202
29
$571K 0.37%
3,941
30
$548K 0.35%
8,821
31
$538K 0.35%
4,438
+30
32
$519K 0.34%
+4,389
33
$514K 0.33%
36,726
-795
34
$505K 0.33%
5,425
-425
35
$475K 0.31%
10,476
+3,067
36
$463K 0.3%
2,800
37
$461K 0.3%
3,028
38
$448K 0.29%
5,290
+571
39
$401K 0.26%
47,856
+108
40
$391K 0.25%
7,645
-489
41
$383K 0.25%
5,235
-3,305
42
$379K 0.25%
17,428
+2,170
43
$371K 0.24%
5,043
44
$366K 0.24%
3,494
-337
45
$359K 0.23%
3,750
46
$348K 0.23%
2,380
-60
47
$340K 0.22%
2,937
48
$329K 0.21%
5,987
-302
49
$320K 0.21%
10,000
50
$309K 0.2%
4,550