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
$229M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$844K
3
+$767K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$761K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$707K

Top Sells

1
+$359K
2
+$309K
3
+$157K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$46K
5
PG icon
Procter & Gamble
PG
+$35.4K

Sector Composition

1 Technology 2.44%
2 Healthcare 1.53%
3 Consumer Staples 1.1%
4 Financials 0.91%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.16%
1,406
+106
52
$367K 0.16%
2,252
+252
53
$350K 0.15%
3,750
54
$349K 0.15%
1,683
+383
55
$333K 0.15%
1,363
56
$330K 0.14%
2,027
57
$312K 0.14%
3,750
-425
58
$311K 0.14%
5,000
59
$291K 0.13%
11,472
+70
60
$291K 0.13%
10,493
+2,548
61
$290K 0.13%
+6,926
62
$289K 0.13%
1,928
-38
63
$275K 0.12%
2,463
+408
64
$269K 0.12%
4,333
+202
65
$257K 0.11%
+1,978
66
$251K 0.11%
1,362
67
$248K 0.11%
5,920
+228
68
$237K 0.1%
3,323
69
$232K 0.1%
1,407
70
$227K 0.1%
+4,400
71
$226K 0.1%
1,950
72
$210K 0.09%
+1,453
73
$209K 0.09%
5,400
-34
1 2
3