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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$142K 0.09%
1,609
-23
77
$140K 0.09%
1,084
78
$134K 0.09%
9,920
+140
79
$130K 0.08%
2,200
+800
80
$127K 0.08%
1,510
+440
81
$126K 0.08%
2,325
-2,250
82
$125K 0.08%
6,100
83
$123K 0.08%
1,340
-70
84
$120K 0.08%
3,285
85
$119K 0.08%
1,386
86
$117K 0.08%
3,594
-380
87
$117K 0.08%
999
88
$116K 0.08%
1,367
89
$115K 0.07%
2,423
-100
90
$114K 0.07%
865
91
$109K 0.07%
1,012
92
$108K 0.07%
1,900
93
$106K 0.07%
1,022
-200
94
$104K 0.07%
1,482
95
$104K 0.07%
1,450
96
$97K 0.06%
875
97
$96K 0.06%
800
98
$96K 0.06%
10,072
-900
99
$89K 0.06%
650
+300
100
$87K 0.06%
3,323
2 3
4
5 6