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
$482M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$1.67M
3 +$1.67M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.56M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Sector Composition

1 Technology 1.98%
2 Financials 0.7%
3 Healthcare 0.69%
4 Consumer Staples 0.57%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.69M 0.97%
87,666
+12,048
27
$3.86M 0.8%
15,937
+150
28
$3.29M 0.68%
91,569
-1,118
29
$2.84M 0.59%
46,555
+11,720
30
$2.84M 0.59%
104,175
-125
31
$2.62M 0.54%
22,059
+531
32
$2.47M 0.51%
23,115
-200
33
$2.45M 0.51%
+4,895
34
$2.39M 0.5%
48,325
-327
35
$2.09M 0.43%
39,430
+50
36
$1.84M 0.38%
4,528
+180
37
$1.82M 0.38%
8,646
+274
38
$1.76M 0.37%
3,947
+530
39
$1.68M 0.35%
20,047
-45
40
$1.67M 0.35%
+26,560
41
$1.67M 0.35%
+26,750
42
$1.66M 0.34%
14,393
+19
43
$1.52M 0.32%
7,504
+324
44
$1.51M 0.31%
40,475
-650
45
$1.42M 0.29%
89,322
-24,564
46
$1.39M 0.29%
31,695
-290
47
$1.28M 0.27%
2,666
+66
48
$1.13M 0.24%
14,379
+75
49
$1.13M 0.23%
19,666
-140
50
$967K 0.2%
6,849
+269