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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.13%
1,913
+360
52
$280K 0.13%
5,200
53
$268K 0.12%
2,000
54
$267K 0.12%
6,836
55
$259K 0.12%
1,363
56
$256K 0.12%
4,171
-70
57
$249K 0.11%
2,344
+598
58
$248K 0.11%
2,175
59
$241K 0.11%
6,300
60
$241K 0.11%
1,407
61
$235K 0.11%
6,500
62
$233K 0.11%
3,323
63
$228K 0.1%
6,200
64
$209K 0.1%
1,451
65
$208K 0.1%
4,400
66
$202K 0.09%
2,830
-210
67
$202K 0.09%
5,871
68
$202K 0.09%
1,012
69
$194K 0.09%
3,200
70
$191K 0.09%
4,453
-144
71
$190K 0.09%
1,204
72
$177K 0.08%
1,650
73
$168K 0.08%
1,400
74
$168K 0.08%
5,100
75
$165K 0.08%
1,617
1 2
3
4 5