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
$195M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$448K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$354K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1
+$599K
2
+$104K
3
+$79.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$70K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.99%
3 Consumer Staples 1.86%
4 Financials 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.13%
1,363
52
$250K 0.13%
6,836
53
$240K 0.12%
3,323
54
$238K 0.12%
6,500
55
$235K 0.12%
2,175
56
$232K 0.12%
2,000
-506
57
$227K 0.12%
1,407
+207
58
$217K 0.11%
6,200
59
$215K 0.11%
1,553
60
$213K 0.11%
4,400
61
$212K 0.11%
6,300
-1,037
62
$203K 0.1%
1,451
+63
63
$199K 0.1%
5,871
-946
64
$193K 0.1%
3,040
-351
65
$187K 0.1%
4,597
-320
66
$180K 0.09%
1,204
67
$177K 0.09%
1,012
68
$176K 0.09%
3,200
-330
69
$174K 0.09%
1,746
+375
70
$163K 0.08%
1,650
-207
71
$156K 0.08%
1,400
-382
72
$154K 0.08%
9,140
-252
73
$153K 0.08%
1,617
+9
74
$139K 0.07%
2,280
75
$138K 0.07%
1,679
+110
1 2
3
4 5