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
$241M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$908K
2 +$881K
3 +$433K
4
LHX icon
L3Harris
LHX
+$416K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$266K

Top Sells

1 +$707K
2 +$486K
3 +$371K
4
GRA
W.R. Grace & Co.
GRA
+$253K
5
STZ icon
Constellation Brands
STZ
+$249K

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