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
$213M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$908K
3
+$794K
4
AAPL icon
Apple
AAPL
+$464K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$433K

Top Sells

1
+$1.04M
2
+$424K
3
+$328K
4
IBM icon
IBM
IBM
+$219K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$202K

Sector Composition

1 Technology 2.16%
2 Healthcare 1.23%
3 Consumer Staples 1.14%
4 Energy 0.9%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$877K 0.41%
8,417
+888
27
$876K 0.41%
6,448
-15
28
$833K 0.39%
3,807
+600
29
$816K 0.38%
32,226
+2,422
30
$767K 0.36%
22,675
+500
31
$716K 0.34%
3,835
-1
32
$714K 0.34%
34,164
-15,688
33
$663K 0.31%
6,725
+810
34
$613K 0.29%
3,320
-320
35
$602K 0.28%
13,016
+10,036
36
$592K 0.28%
53,808
+30
37
$586K 0.28%
13,352
-200
38
$480K 0.23%
7,361
-146
39
$472K 0.22%
2,870
+598
40
$471K 0.22%
4,714
+164
41
$468K 0.22%
5,797
-6
42
$457K 0.21%
9,300
-1,559
43
$450K 0.21%
7,500
44
$447K 0.21%
3,685
-64
45
$424K 0.2%
3,675
+225
46
$418K 0.2%
38,550
47
$401K 0.19%
3,175
+175
48
$379K 0.18%
8,800
+2,500
49
$352K 0.17%
3,750
-2,155
50
$326K 0.15%
4,175
1
2
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