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
$185M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$544K
2 +$351K
3 +$181K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$141K
5
VTRS icon
Viatris
VTRS
+$117K

Sector Composition

1 Technology 2.25%
2 Healthcare 2.14%
3 Consumer Staples 2.07%
4 Financials 1.41%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$135K 0.07%
1,579
-49
77
$135K 0.07%
1,043
+143
78
$133K 0.07%
1,797
-133
79
$132K 0.07%
1,371
+4
80
$131K 0.07%
3,644
+312
81
$131K 0.07%
1,450
82
$131K 0.07%
2,280
83
$130K 0.07%
908
+108
84
$129K 0.07%
1,084
85
$129K 0.07%
5,100
-600
86
$128K 0.07%
1,569
-48
87
$128K 0.07%
7,020
88
$126K 0.07%
1,426
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89
$125K 0.07%
3,212
90
$118K 0.06%
948
91
$111K 0.06%
800
92
$103K 0.06%
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93
$101K 0.05%
1,250
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94
$101K 0.05%
3,323
95
$97K 0.05%
1,200
-1,000
96
$91K 0.05%
1,760
97
$90K 0.05%
3,000
-2,700
98
$90K 0.05%
5,400
99
$89K 0.05%
578
+128
100
$89K 0.05%
9,900