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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.18%
6,850
-5,125
52
$251K 0.16%
30,240
-180
53
$249K 0.16%
2,550
+10
54
$249K 0.16%
1,715
55
$243K 0.16%
3,323
56
$238K 0.15%
2,223
+65
57
$223K 0.14%
3,994
-361
58
$221K 0.14%
4,866
59
$212K 0.14%
5,200
60
$209K 0.14%
7,275
-1,130
61
$209K 0.14%
2,400
62
$208K 0.13%
3,009
-500
63
$208K 0.13%
5,075
-145
64
$208K 0.13%
6,221
-1,144
65
$207K 0.13%
2,225
66
$201K 0.13%
1,896
-1,162
67
$201K 0.13%
1,363
68
$196K 0.13%
6,000
69
$184K 0.12%
1,300
70
$183K 0.12%
6,600
71
$183K 0.12%
7,500
+900
72
$169K 0.11%
1,685
73
$165K 0.11%
6,160
-46
74
$152K 0.1%
3,600
75
$149K 0.1%
+1,204
1 2
3
4 5