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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.06M
3
+$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1
+$569K
2
+$369K
3
+$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$148K 0.09%
6,100
77
$146K 0.09%
9,476
-636
78
$142K 0.08%
1,628
79
$142K 0.08%
1,012
80
$135K 0.08%
1,084
81
$134K 0.08%
3,200
+2,200
82
$134K 0.08%
2,423
83
$133K 0.08%
1,290
84
$127K 0.07%
1,367
85
$126K 0.07%
1,930
86
$119K 0.07%
4,096
87
$115K 0.07%
800
-65
88
$115K 0.07%
2,280
89
$111K 0.07%
3,212
90
$110K 0.06%
1,482
91
$108K 0.06%
1,022
92
$107K 0.06%
2,975
-2,025
93
$102K 0.06%
1,800
94
$101K 0.06%
1,450
95
$100K 0.06%
999
96
$99K 0.06%
1,275
97
$97K 0.06%
870
-5
98
$96K 0.06%
800
99
$89K 0.05%
5,400
100
$89K 0.05%
1,800
2 3
4
5 6