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
$260M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$366K
3
+$304K
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$296K
5
APD icon
Air Products & Chemicals
APD
+$238K

Top Sells

1
+$4.46M
2
+$512K
3
+$471K
4
USRT icon
iShares Core US REIT ETF
USRT
+$382K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$335K

Sector Composition

1 Technology 2.82%
2 Healthcare 1.14%
3 Consumer Staples 0.99%
4 Financials 0.61%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.79%
25,800
27
$2M 0.77%
28,441
-775
28
$1.72M 0.66%
21,832
-2,180
29
$1.61M 0.62%
31,125
+125
30
$1.58M 0.61%
16,675
-1,275
31
$1.49M 0.57%
55,613
-4,445
32
$1.45M 0.56%
33,410
-600
33
$1.38M 0.53%
6,551
-30
34
$1.31M 0.5%
11,308
-1,588
35
$916K 0.35%
16,602
-1,050
36
$866K 0.33%
4,066
+13
37
$793K 0.3%
20,525
-1,400
38
$723K 0.28%
7,512
-514
39
$681K 0.26%
2,680
40
$634K 0.24%
12,836
-366
41
$594K 0.23%
7,155
+2,081
42
$547K 0.21%
3,938
-22
43
$523K 0.2%
15,244
-1,824
44
$500K 0.19%
7,200
45
$495K 0.19%
1,121
-37
46
$489K 0.19%
3,285
+3
47
$470K 0.18%
7,377
-410
48
$461K 0.18%
6,959
49
$427K 0.16%
32,184
+3,642
50
$421K 0.16%
5,314
-363
1
2
3 4