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
$492M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Sells

1 +$1.94M
2 +$1.16M
3 +$1.15M
4
KMB icon
Kimberly-Clark
KMB
+$854K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K

Sector Composition

1 Technology 2.08%
2 Financials 0.87%
3 Energy 0.64%
4 Healthcare 0.56%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.05M 0.21%
23,332
+2,789
52
$1.02M 0.21%
43,865
-172
53
$972K 0.2%
17,770
+2,320
54
$969K 0.2%
13,565
+1,320
55
$954K 0.19%
35,819
+48
56
$931K 0.19%
3,213
+83
57
$916K 0.19%
12,032
58
$913K 0.19%
2,730
-19
59
$887K 0.18%
5,238
+299
60
$860K 0.17%
6,959
61
$786K 0.16%
3,965
+49
62
$780K 0.16%
13,451
-65
63
$746K 0.15%
4,478
64
$723K 0.15%
3,118
+38
65
$722K 0.15%
6,001
-7
66
$679K 0.14%
1,745
67
$656K 0.13%
1,032
+20
68
$648K 0.13%
6,370
69
$641K 0.13%
3,387
-75
70
$630K 0.13%
2,416
-56
71
$620K 0.13%
3,717
72
$612K 0.12%
2,545
+4
73
$610K 0.12%
21,225
+3,650
74
$596K 0.12%
1,178
75
$594K 0.12%
+12,000