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
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.1M
3
+$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1
+$1.41M
2
+$1.18M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$303K 0.21%
10,000
-5,240
52
$252K 0.17%
2,540
53
$248K 0.17%
1,715
54
$248K 0.17%
30,420
+510
55
$245K 0.17%
4,575
-150
56
$239K 0.16%
8,405
-1,126
57
$237K 0.16%
3,323
58
$236K 0.16%
4,355
-444
59
$226K 0.15%
2,158
+75
60
$220K 0.15%
3,509
-850
61
$214K 0.15%
5,220
+145
62
$211K 0.14%
5,200
63
$207K 0.14%
7,365
-211
64
$200K 0.14%
2,225
65
$195K 0.13%
4,866
-242
66
$193K 0.13%
1,363
67
$191K 0.13%
2,400
68
$184K 0.13%
6,600
69
$178K 0.12%
6,000
70
$173K 0.12%
1,685
-99
71
$168K 0.11%
1,300
-100
72
$164K 0.11%
6,206
-2
73
$151K 0.1%
6,600
74
$146K 0.1%
3,600
-800
75
$130K 0.09%
1,028
1 2
3
4 5