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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.06M
3 +$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1 +$569K
2 +$369K
3 +$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$267K 0.16%
2,312
+29
52
$266K 0.16%
1,674
-41
53
$249K 0.15%
2,400
54
$225K 0.13%
3,323
55
$223K 0.13%
5,200
56
$221K 0.13%
2,175
57
$217K 0.13%
3,209
58
$216K 0.13%
6,600
59
$211K 0.12%
4,766
60
$210K 0.12%
7,000
61
$208K 0.12%
1,300
62
$197K 0.12%
2,500
-1,174
63
$195K 0.11%
5,075
64
$192K 0.11%
1,363
65
$190K 0.11%
6,300
66
$182K 0.11%
6,092
+92
67
$181K 0.11%
1,733
68
$181K 0.11%
5,871
69
$175K 0.1%
3,277
-456
70
$172K 0.1%
1,487
-198
71
$164K 0.1%
3,600
72
$160K 0.09%
1,204
73
$159K 0.09%
6,900
-600
74
$148K 0.09%
1,837
+167
75
$148K 0.09%
2,200