ACM

Armbruster Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$501M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$894K
3
+$767K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$678K
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$590K

Top Sells

1
+$811K
2
+$767K
3
+$594K
4
XOM icon
Exxon Mobil
XOM
+$410K
5
GEV icon
GE Vernova
GEV
+$353K

Sector Composition

1 Technology 1.92%
2 Financials 0.9%
3 Healthcare 0.57%
4 Consumer Staples 0.57%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 0.98%
84,104
+455
27
$3.84M 0.77%
97,520
-2,525
28
$3.7M 0.74%
7,194
+864
29
$3.21M 0.64%
12,427
+704
30
$3.21M 0.64%
105,925
-301
31
$2.95M 0.59%
58,030
-766
32
$2.93M 0.58%
18,987
-841
33
$2.81M 0.56%
46,740
+7,850
34
$2.73M 0.54%
41,182
+7,790
35
$2.42M 0.48%
23,100
-765
36
$2.31M 0.46%
4,329
-43
37
$2.24M 0.45%
34,310
+1,580
38
$2.02M 0.4%
9,107
+110
39
$2M 0.4%
20,440
+68
40
$1.76M 0.35%
7,178
-433
41
$1.7M 0.34%
31,804
+1,074
42
$1.67M 0.33%
40,275
+575
43
$1.51M 0.3%
33,265
44
$1.49M 0.3%
3,974
-46
45
$1.29M 0.26%
75,554
46
$1.29M 0.26%
10,822
-3,446
47
$1.23M 0.25%
55,820
+11,955
48
$1.22M 0.24%
2,606
-8
49
$1.17M 0.23%
14,732
-7,500
50
$1.01M 0.2%
12,407
+375
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2
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