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
$260M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$366K
3
+$304K
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$296K
5
APD icon
Air Products & Chemicals
APD
+$238K

Top Sells

1
+$4.46M
2
+$512K
3
+$471K
4
USRT icon
iShares Core US REIT ETF
USRT
+$382K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$335K

Sector Composition

1 Technology 2.82%
2 Healthcare 1.14%
3 Consumer Staples 0.99%
4 Financials 0.61%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.09%
1,560
+40
77
$244K 0.09%
9,094
78
$240K 0.09%
1,350
79
$238K 0.09%
+800
80
$232K 0.09%
3,160
+80
81
$227K 0.09%
1,199
82
$225K 0.09%
3,923
83
$213K 0.08%
7,614
+212
84
$212K 0.08%
3,515
-25
85
$205K 0.08%
+1,012
86
$95K 0.04%
3,069
-241
87
– –
-2,530
88
– –
-8,780
1 2 3
4