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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.06M
3 +$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1 +$569K
2 +$369K
3 +$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$855K 0.5%
9,155
-2,100
27
$761K 0.45%
8,821
+100
28
$664K 0.39%
7,262
29
$659K 0.39%
4,041
+100
30
$621K 0.36%
7,500
31
$565K 0.33%
13,632
+3,256
32
$564K 0.33%
3,607
-782
33
$477K 0.28%
14,861
34
$464K 0.27%
4,025
-200
35
$449K 0.26%
17,454
+7,246
36
$443K 0.26%
3,028
37
$433K 0.25%
47,952
-2,034
38
$430K 0.25%
4,575
-125
39
$422K 0.25%
5,015
-275
40
$406K 0.24%
6,529
-1,116
41
$404K 0.24%
2,632
42
$403K 0.24%
45,420
+7,080
43
$402K 0.24%
8,504
-12,035
44
$379K 0.22%
3,217
45
$348K 0.2%
2,331
+11
46
$342K 0.2%
4,550
47
$307K 0.18%
5,464
-221
48
$295K 0.17%
5,043
49
$276K 0.16%
2,650
50
$268K 0.16%
2,077
-800