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
$241M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$881K
3
+$433K
4
LHX icon
L3Harris
LHX
+$416K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$266K

Top Sells

1
+$707K
2
+$486K
3
+$371K
4
GRA
W.R. Grace & Co.
GRA
+$253K
5
STZ icon
Constellation Brands
STZ
+$249K

Sector Composition

1 Technology 2.74%
2 Consumer Staples 1.22%
3 Healthcare 1.08%
4 Energy 0.81%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.64%
27,942
+163
27
$1.11M 0.46%
22,220
-100
28
$955K 0.4%
6,866
-67
29
$918K 0.38%
7,801
30
$881K 0.37%
+12,200
31
$856K 0.36%
14,949
-415
32
$819K 0.34%
3,935
33
$795K 0.33%
29,512
+800
34
$780K 0.32%
13,928
35
$766K 0.32%
11,746
-1,000
36
$756K 0.31%
5,865
-600
37
$719K 0.3%
13,202
38
$615K 0.26%
3,180
39
$561K 0.23%
2,707
-1,200
40
$510K 0.21%
4,100
+250
41
$509K 0.21%
4,275
42
$508K 0.21%
10,286
-176
43
$464K 0.19%
3,590
-133
44
$446K 0.19%
5,878
45
$436K 0.18%
36,840
-210
46
$428K 0.18%
5,325
47
$419K 0.17%
7,200
48
$416K 0.17%
+1,995
49
$412K 0.17%
13,895
+2,265
50
$404K 0.17%
7,300
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