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
$406M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$656K
3
+$330K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$259K

Top Sells

1
+$427K
2
+$346K
3
+$334K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$237K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$162K

Sector Composition

1 Technology 2.02%
2 Healthcare 0.9%
3 Consumer Staples 0.7%
4 Financials 0.64%
5 Energy 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.11%
24,867
+285
77
$427K 0.11%
7,851
+9
78
$423K 0.1%
2,556
+108
79
$422K 0.1%
9,094
80
$409K 0.1%
7,912
-483
81
$408K 0.1%
2,591
82
$403K 0.1%
8,749
83
$395K 0.1%
1,012
84
$350K 0.09%
20,034
85
$327K 0.08%
2,444
86
$326K 0.08%
2,720
+220
87
$317K 0.08%
1,194
88
$301K 0.07%
8,215
89
$286K 0.07%
3,923
90
$283K 0.07%
2,900
91
$281K 0.07%
3,645
92
$280K 0.07%
11,820
+75
93
$279K 0.07%
7,825
94
$262K 0.06%
3,751
-650
95
$256K 0.06%
1,898
+488
96
$240K 0.06%
1,295
97
$230K 0.06%
2,165
-109
98
$225K 0.06%
3,515
99
$220K 0.05%
4,200
100
$211K 0.05%
2,979
-300
1 2 3
4
5