ACM

Armbruster Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
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
State Street 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
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