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
$195M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$448K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$354K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1
+$599K
2
+$104K
3
+$79.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$70K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.99%
3 Consumer Staples 1.86%
4 Financials 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$767K 0.39%
8,032
-100
27
$716K 0.37%
3,840
-54
28
$701K 0.36%
6,313
-236
29
$697K 0.36%
3,803
-200
30
$681K 0.35%
3,412
31
$610K 0.31%
13,552
32
$579K 0.3%
6,255
-475
33
$579K 0.3%
7,500
34
$565K 0.29%
4,347
35
$562K 0.29%
21,484
-722
36
$520K 0.27%
6,981
37
$520K 0.27%
51,234
+3,774
38
$431K 0.22%
2,454
39
$419K 0.21%
4,632
+82
40
$397K 0.2%
3,450
-375
41
$395K 0.2%
39,450
42
$379K 0.19%
12,819
-1,417
43
$372K 0.19%
4,085
+75
44
$360K 0.18%
3,065
-271
45
$331K 0.17%
5,424
-229
46
$286K 0.15%
2,027
47
$277K 0.14%
2,137
-50
48
$273K 0.14%
1,396
49
$270K 0.14%
4,241
+286
50
$262K 0.13%
5,200
1
2
3 4 5