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
$213M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$908K
3 +$794K
4
AAPL icon
Apple
AAPL
+$464K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$433K

Top Sells

1 +$1.04M
2 +$424K
3 +$328K
4
IBM icon
IBM
IBM
+$219K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$202K

Sector Composition

1 Technology 2.16%
2 Healthcare 1.23%
3 Consumer Staples 1.14%
4 Energy 0.9%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,323
77
-66
78
-120
79
-520
80
-25
81
-22
82
-54
83
-160
84
-200
85
-602
86
-90
87
-382
88
-1,022
89
-86
90
-173
91
-300
92
-152
93
-7,020
94
-450
95
-4,453
96
-600
97
-600
98
-1,240
99
-400
100
-519