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
$229M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$844K
3
+$767K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$761K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$707K

Top Sells

1
+$359K
2
+$309K
3
+$157K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$46K
5
PG icon
Procter & Gamble
PG
+$35.4K

Sector Composition

1 Technology 2.44%
2 Healthcare 1.53%
3 Consumer Staples 1.1%
4 Financials 0.91%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 0.42%
14,296
+200
27
$970K 0.42%
17,007
+4
28
$899K 0.39%
6,448
29
$836K 0.37%
7,312
+587
30
$821K 0.36%
3,835
31
$821K 0.36%
3,807
32
$802K 0.35%
22,675
33
$784K 0.34%
13,896
+880
34
$778K 0.34%
30,964
-1,262
35
$767K 0.34%
+2,900
36
$688K 0.3%
3,320
37
$631K 0.28%
53,760
-48
38
$624K 0.27%
13,502
+150
39
$585K 0.26%
4,236
+551
40
$547K 0.24%
7,500
41
$513K 0.22%
2,912
+42
42
$477K 0.21%
9,803
+1,003
43
$475K 0.21%
5,826
+29
44
$470K 0.21%
9,724
+424
45
$445K 0.19%
4,645
-69
46
$436K 0.19%
37,650
-900
47
$412K 0.18%
3,675
48
$407K 0.18%
6,010
+1,157
49
$398K 0.17%
7,361
50
$375K 0.16%
3,066
-109
1
2
3