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
$202M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.07M
3
+$2.39M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.69M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.6M

Top Sells

1
+$3.03M
2
+$1.65M
3
+$1.03M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$767K

Sector Composition

1 Technology 2.25%
2 Healthcare 1.58%
3 Consumer Staples 1.1%
4 Financials 0.93%
5 Energy 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.52%
15,320
-210
27
$1.04M 0.52%
22,795
+125
28
$887K 0.44%
9,085
29
$829K 0.41%
15,989
30
$805K 0.4%
13,702
-594
31
$788K 0.39%
3,860
+25
32
$738K 0.37%
7,266
-46
33
$737K 0.37%
6,465
+17
34
$646K 0.32%
3,320
35
$632K 0.31%
13,352
-150
36
$628K 0.31%
3,907
+100
37
$542K 0.27%
13,736
-160
38
$517K 0.26%
4,009
-227
39
$512K 0.25%
7,500
40
$505K 0.25%
50,586
-3,174
41
$457K 0.23%
2,870
-42
42
$450K 0.22%
4,450
+2,500
43
$443K 0.22%
17,500
-13,464
44
$427K 0.21%
5,859
-151
45
$405K 0.2%
9,347
-456
46
$397K 0.2%
39,900
+2,250
47
$381K 0.19%
5,703
-123
48
$348K 0.17%
3,675
49
$345K 0.17%
3,750
50
$334K 0.17%
3,066
1
2
3