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
$437M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.82M
3
+$5.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$5.21M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.55M

Top Sells

1
+$3.97M
2
+$692K
3
+$626K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$510K
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$485K

Sector Composition

1 Technology 2.17%
2 Healthcare 0.96%
3 Consumer Staples 0.74%
4 Real Estate 0.58%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.29%
+6,438
52
$1.28M 0.29%
43,081
+73
53
$1.26M 0.29%
5,593
+3,451
54
$1.24M 0.28%
+8,229
55
$1.18M 0.27%
3,946
-11
56
$1.18M 0.27%
7,432
+145
57
$1.08M 0.25%
17,598
+4,964
58
$1.06M 0.24%
13,062
-49,059
59
$984K 0.23%
15,660
+503
60
$811K 0.19%
3,358
+349
61
$789K 0.18%
+10,115
62
$760K 0.17%
12,836
63
$669K 0.15%
1,003
+7
64
$657K 0.15%
7,038
+123
65
$656K 0.15%
4,008
+70
66
$653K 0.15%
1,300
67
$633K 0.14%
6,959
68
$617K 0.14%
32,736
-480
69
$593K 0.14%
6,800
70
$591K 0.14%
23,080
+1,000
71
$583K 0.13%
3,408
+143
72
$580K 0.13%
7,377
-10
73
$575K 0.13%
2,555
74
$567K 0.13%
+11,026
75
$555K 0.13%
1,337
+37
1 2
3
4 5