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
$492M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Sells

1 +$1.94M
2 +$1.16M
3 +$1.15M
4
KMB icon
Kimberly-Clark
KMB
+$854K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K

Sector Composition

1 Technology 2.08%
2 Financials 0.87%
3 Energy 0.64%
4 Healthcare 0.56%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.75M 0.97%
91,048
+5,490
27
$3.55M 0.72%
100,045
+2,973
28
$3.41M 0.69%
6,330
+1,117
29
$3.1M 0.63%
11,723
-4,399
30
$2.96M 0.6%
106,226
+10,175
31
$2.81M 0.57%
58,796
+6,733
32
$2.78M 0.56%
19,828
33
$2.75M 0.56%
23,865
+750
34
$2.29M 0.46%
38,890
+6,032
35
$2.25M 0.46%
8,997
+136
36
$2.19M 0.44%
32,730
+5,610
37
$2.14M 0.43%
20,372
-260
38
$2.05M 0.42%
33,392
+4,710
39
$1.98M 0.4%
4,372
-151
40
$1.82M 0.37%
7,611
-1,197
41
$1.74M 0.35%
30,730
-1,000
42
$1.69M 0.34%
4,020
-28
43
$1.69M 0.34%
18,922
-50
44
$1.65M 0.33%
39,700
-75
45
$1.53M 0.31%
14,268
-1,770
46
$1.46M 0.3%
33,265
+385
47
$1.35M 0.27%
+22,232
48
$1.34M 0.27%
2,614
-37
49
$1.22M 0.25%
12,668
+1,863
50
$1.2M 0.24%
75,554