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
$195M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.18M
3 +$448K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$354K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1 +$599K
2 +$104K
3 +$79.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$70K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.99%
3 Consumer Staples 1.86%
4 Financials 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$138K 0.07%
1,450
77
$136K 0.07%
1,240
-82
78
$133K 0.07%
5,100
79
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1,426
80
$131K 0.07%
1,084
81
$127K 0.07%
7,020
82
$122K 0.06%
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83
$122K 0.06%
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84
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800
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$119K 0.06%
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870
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92
$106K 0.05%
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$102K 0.05%
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94
$101K 0.05%
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95
$99K 0.05%
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96
$91K 0.05%
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97
$90K 0.05%
3,000
98
$85K 0.04%
9,900
99
$83K 0.04%
987
100
$81K 0.04%
340