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
$439M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.23M
3
+$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$972K

Top Sells

1
+$3.03M
2
+$1.87M
3
+$794K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$503K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$435K

Sector Composition

1 Technology 1.99%
2 Healthcare 0.68%
3 Financials 0.63%
4 Consumer Staples 0.56%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.18%
2,837
-1
52
$765K 0.17%
4,253
53
$713K 0.16%
2,475
54
$697K 0.16%
6,611
-220
55
$650K 0.15%
11,128
+802
56
$634K 0.14%
6,314
-254
57
$625K 0.14%
6,959
58
$620K 0.14%
7,292
59
$619K 0.14%
1,175
-50
60
$587K 0.13%
1,693
61
$579K 0.13%
2,356
62
$562K 0.13%
7,452
63
$559K 0.13%
3,816
64
$542K 0.12%
5,761
65
$535K 0.12%
4,907
66
$530K 0.12%
999
67
$521K 0.12%
22,050
68
$513K 0.12%
10,117
69
$500K 0.11%
4,908
70
$495K 0.11%
6,370
71
$493K 0.11%
9,094
72
$483K 0.11%
2,266
73
$469K 0.11%
25,254
+234
74
$466K 0.11%
1,012
75
$453K 0.1%
1,874
-60
1 2
3
4 5