ACM

Armbruster Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$865K
3
+$423K
4
LHX icon
L3Harris
LHX
+$408K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$261K

Top Sells

1
+$689K
2
+$484K
3
+$371K
4
GRA
W.R. Grace & Co.
GRA
+$253K
5
STZ icon
Constellation Brands
STZ
+$241K

Sector Composition

1 Technology 2.74%
2 Consumer Staples 1.22%
3 Healthcare 1.08%
4 Energy 0.81%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.08%
+5,100
77
– –
-2,184
78
– –
-5,449
79
– –
-3,323
1 2 3
4