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
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.1M
3
+$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1
+$1.41M
2
+$1.18M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$128K 0.09%
1,632
-80
77
$127K 0.09%
6,100
-500
78
$127K 0.09%
9,780
+48
79
$126K 0.09%
1,410
80
$122K 0.08%
2,523
-1,870
81
$121K 0.08%
3,974
82
$116K 0.08%
1,084
83
$115K 0.08%
865
84
$113K 0.08%
1,367
-17,028
85
$112K 0.08%
1,386
86
$112K 0.08%
1,012
87
$110K 0.08%
10,972
-704
88
$108K 0.07%
3,952
+440
89
$107K 0.07%
1,222
+200
90
$103K 0.07%
999
91
$101K 0.07%
3,285
92
$100K 0.07%
1,482
+926
93
$99K 0.07%
1,200
94
$95K 0.06%
1,450
+910
95
$95K 0.06%
1,900
-100
96
$93K 0.06%
875
97
$89K 0.06%
1,070
+60
98
$87K 0.06%
1,400
99
$86K 0.06%
800
100
$79K 0.05%
65
2 3
4
5 6