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
$406M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$656K
3
+$330K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$259K

Top Sells

1
+$427K
2
+$346K
3
+$334K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$237K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$162K

Sector Composition

1 Technology 2.02%
2 Healthcare 0.9%
3 Consumer Staples 0.7%
4 Financials 0.64%
5 Energy 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.18%
2,899
-17
52
$709K 0.17%
20,675
53
$703K 0.17%
4,253
-326
54
$649K 0.16%
6,621
-959
55
$614K 0.15%
4,048
-100
56
$589K 0.15%
5,107
57
$589K 0.14%
1,225
58
$572K 0.14%
7,295
59
$562K 0.14%
5,761
60
$553K 0.14%
6,959
61
$550K 0.14%
2,475
62
$540K 0.13%
7,452
-50
63
$537K 0.13%
1,730
+101
64
$529K 0.13%
9,709
+331
65
$521K 0.13%
999
+84
66
$515K 0.13%
6,941
-77
67
$483K 0.12%
22,050
68
$482K 0.12%
2,356
69
$476K 0.12%
1,934
70
$472K 0.12%
10,117
-570
71
$451K 0.11%
2,266
-185
72
$450K 0.11%
6,370
73
$447K 0.11%
7,428
-18
74
$436K 0.11%
4,971
-86
75
$430K 0.11%
2,213
-357
1 2
3
4 5