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
$231M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$784K
3
+$635K
4
XOM icon
Exxon Mobil
XOM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$530K

Top Sells

1
+$1.31M
2
+$215K
3
+$203K
4
JPM icon
JPMorgan Chase
JPM
+$94.8K
5
VV icon
Vanguard Large-Cap ETF
VV
+$50.6K

Sector Composition

1 Technology 2.81%
2 Healthcare 1.32%
3 Consumer Staples 1.17%
4 Energy 0.97%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.61%
27,462
+976
27
$1.13M 0.49%
22,445
-350
28
$918K 0.4%
15,989
29
$890K 0.38%
13,727
+25
30
$857K 0.37%
7,266
31
$832K 0.36%
6,465
32
$825K 0.36%
8,149
-936
33
$791K 0.34%
3,935
+75
34
$685K 0.3%
3,907
35
$661K 0.29%
13,928
+192
36
$637K 0.28%
13,602
+250
37
$631K 0.27%
3,320
38
$608K 0.26%
23,444
+5,944
39
$565K 0.24%
10,462
+1,115
40
$547K 0.24%
3,914
-95
41
$533K 0.23%
6,028
+325
42
$523K 0.23%
46,158
-4,428
43
$502K 0.22%
4,450
44
$499K 0.22%
2,870
45
$475K 0.21%
7,500
46
$451K 0.2%
39,990
+90
47
$423K 0.18%
5,325
-534
48
$416K 0.18%
3,374
+308
49
$402K 0.17%
1,469
50
$401K 0.17%
3,850
+100
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3