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
$350M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.08M
3
+$892K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$843K
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$755K

Top Sells

1
+$3.36M
2
+$2.61M
3
+$660K
4
VV icon
Vanguard Large-Cap ETF
VV
+$610K
5
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$609K

Sector Composition

1 Technology 2.46%
2 Healthcare 0.95%
3 Consumer Staples 0.79%
4 Real Estate 0.73%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$553K 0.16%
22,080
52
$551K 0.16%
3,938
53
$543K 0.16%
2,555
54
$543K 0.16%
6,915
55
$527K 0.15%
3,265
56
$508K 0.15%
1,300
57
$497K 0.14%
6,720
58
$472K 0.13%
7,747
-4,704
59
$468K 0.13%
2,142
-614
60
$458K 0.13%
9,094
61
$441K 0.13%
9,075
62
$432K 0.12%
16,890
63
$427K 0.12%
1,300
64
$403K 0.12%
5,370
65
$392K 0.11%
2,000
66
$391K 0.11%
8,749
67
$368K 0.11%
1,027
68
$365K 0.1%
6,700
69
$357K 0.1%
4,401
70
$353K 0.1%
20,352
-150
71
$351K 0.1%
2,392
72
$343K 0.1%
7,300
73
$334K 0.1%
1,194
74
$327K 0.09%
7,344
75
$323K 0.09%
2,431
1 2
3
4