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
$439M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.23M
3
+$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$972K

Top Sells

1
+$3.03M
2
+$1.87M
3
+$794K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$503K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$435K

Sector Composition

1 Technology 1.99%
2 Healthcare 0.68%
3 Financials 0.63%
4 Consumer Staples 0.56%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.88%
76,018
-6,775
27
$3.67M 0.84%
15,787
28
$3.24M 0.74%
94,312
-3,548
29
$3.06M 0.7%
108,463
-2,162
30
$2.58M 0.59%
21,658
31
$2.53M 0.58%
23,412
32
$2.49M 0.57%
51,952
-3,464
33
$1.92M 0.44%
34,000
-775
34
$1.79M 0.41%
103,886
35
$1.74M 0.4%
19,667
+475
36
$1.66M 0.38%
35,950
+200
37
$1.64M 0.37%
8,541
-382
38
$1.55M 0.35%
4,348
39
$1.49M 0.34%
29,750
40
$1.46M 0.33%
40,975
+8,400
41
$1.44M 0.33%
14,374
42
$1.31M 0.3%
31,985
43
$1.3M 0.3%
3,446
-65
44
$1.23M 0.28%
7,255
+50
45
$1.12M 0.25%
20,113
-411
46
$1.08M 0.25%
2,637
-1
47
$963K 0.22%
12,754
+859
48
$953K 0.22%
38,462
-15
49
$886K 0.2%
5,929
50
$877K 0.2%
3,696
-12
1
2
3 4 5