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
$439M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.23M
3
+$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$972K

Top Sells

1
+$3.03M
2
+$1.87M
3
+$794K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$503K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$435K

Sector Composition

1 Technology 1.99%
2 Healthcare 0.68%
3 Financials 0.63%
4 Consumer Staples 0.56%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.1%
7,851
-1
77
$440K 0.1%
8,749
78
$423K 0.1%
2,213
79
$419K 0.1%
6,900
-37
80
$400K 0.09%
2,444
81
$398K 0.09%
7,887
82
$391K 0.09%
6,628
83
$377K 0.09%
2,700
+180
84
$373K 0.09%
19,851
-183
85
$372K 0.08%
1,194
86
$322K 0.07%
8,525
+700
87
$302K 0.07%
2,900
88
$299K 0.07%
1,905
-1
89
$297K 0.07%
3,570
-75
90
$297K 0.07%
11,820
91
$294K 0.07%
1,898
92
$284K 0.06%
3,923
93
$282K 0.06%
1,888
94
$270K 0.06%
3,751
95
$243K 0.06%
+1,795
96
$242K 0.06%
2,165
97
$240K 0.05%
+6,285
98
$224K 0.05%
+317
99
$221K 0.05%
4,200
100
$216K 0.05%
4,000
1 2 3
4
5