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
$470M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$399K
2
+$276K
3
+$221K
4
SYK icon
Stryker
SYK
+$215K
5
TJX icon
TJX Companies
TJX
+$203K

Top Sells

1
+$1.01M
2
+$754K
3
+$741K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$605K
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$417K

Sector Composition

1 Technology 1.9%
2 Financials 0.74%
3 Healthcare 0.7%
4 Consumer Staples 0.55%
5 Energy 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$838K 0.18%
2,791
-46
52
$827K 0.18%
6,580
-31
53
$801K 0.17%
4,173
-80
54
$799K 0.17%
6,959
55
$753K 0.16%
5,375
+467
56
$687K 0.15%
2,415
-60
57
$665K 0.14%
6,314
58
$664K 0.14%
10,357
-771
59
$649K 0.14%
1,693
60
$646K 0.14%
6,937
-355
61
$636K 0.14%
4,822
-85
62
$619K 0.13%
3,816
63
$587K 0.12%
7,352
-100
64
$581K 0.12%
1,175
65
$579K 0.12%
2,356
66
$573K 0.12%
10,117
67
$569K 0.12%
6,370
68
$562K 0.12%
1,012
69
$543K 0.12%
22,050
70
$534K 0.11%
919
-80
71
$528K 0.11%
5,761
72
$527K 0.11%
25,887
+633
73
$518K 0.11%
2,266
74
$518K 0.11%
9,094
75
$509K 0.11%
1,874
1 2
3
4 5