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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$155K 0.07%
8,908
-232
77
$152K 0.07%
1,084
78
$149K 0.07%
1,426
79
$145K 0.07%
1,240
80
$144K 0.07%
2,280
81
$135K 0.06%
1,350
-100
82
$131K 0.06%
800
83
$129K 0.06%
7,020
84
$128K 0.06%
870
85
$126K 0.06%
2,980
86
$124K 0.06%
800
87
$123K 0.06%
1,630
88
$120K 0.05%
3,000
89
$119K 0.05%
1,532
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90
$119K 0.05%
1,022
91
$118K 0.05%
1,451
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92
$113K 0.05%
2,100
93
$111K 0.05%
946
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94
$106K 0.05%
3,323
95
$103K 0.05%
3,230
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96
$101K 0.05%
573
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97
$99K 0.05%
1,200
98
$96K 0.04%
9,900
99
$93K 0.04%
1,100
-150
100
$92K 0.04%
3,100
2 3
4
5 6