ACM

Armbruster Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.03M
3 +$883K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$784K
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$750K

Top Sells

1 +$2.71M
2 +$1.86M
3 +$713K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$668K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$467K

Sector Composition

1 Technology 2.12%
2 Healthcare 1.66%
3 Consumer Staples 1.6%
4 Financials 1.24%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$883K 0.41%
+17,003
27
$836K 0.39%
6,463
-1,453
28
$828K 0.39%
7,529
-486
29
$765K 0.36%
3,836
+1
30
$760K 0.36%
29,804
+3,966
31
$750K 0.35%
+22,175
32
$731K 0.34%
3,207
-75
33
$621K 0.29%
3,640
-100
34
$589K 0.28%
13,552
35
$577K 0.27%
5,803
-300
36
$572K 0.27%
53,778
+2,790
37
$540K 0.25%
5,915
-1,066
38
$509K 0.24%
5,905
-300
39
$491K 0.23%
7,500
40
$489K 0.23%
+10,859
41
$485K 0.23%
7,507
-422
42
$480K 0.22%
3,749
-578
43
$480K 0.22%
4,550
-82
44
$417K 0.19%
2,272
-134
45
$411K 0.19%
3,450
46
$405K 0.19%
38,550
-900
47
$342K 0.16%
3,000
48
$333K 0.16%
12,383
-364
49
$331K 0.15%
4,175
-75
50
$298K 0.14%
2,027