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
$212M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$9.85M
3
+$6.1M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$5.99M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$5.98M

Top Sells

1
+$9.51M
2
+$5.66M
3
+$4.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.97M
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$3.9M

Sector Composition

1 Technology 2.78%
2 Healthcare 1.11%
3 Consumer Staples 0.79%
4 Financials 0.69%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$133K 0.06%
3,350
-1,318
77
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80
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4