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
$470M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$399K
2
+$276K
3
+$221K
4
SYK icon
Stryker
SYK
+$215K
5
TJX icon
TJX Companies
TJX
+$203K

Top Sells

1
+$1.01M
2
+$754K
3
+$741K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$605K
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$417K

Sector Composition

1 Technology 1.9%
2 Financials 0.74%
3 Healthcare 0.7%
4 Consumer Staples 0.55%
5 Energy 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.1%
8,749
77
$467K 0.1%
2,444
78
$460K 0.1%
7,851
79
$441K 0.09%
6,900
80
$429K 0.09%
2,103
-110
81
$415K 0.09%
1,194
82
$406K 0.09%
3,468
+568
83
$406K 0.09%
6,628
84
$404K 0.09%
2,680
-20
85
$399K 0.08%
19,296
-555
86
$388K 0.08%
7,782
-105
87
$387K 0.08%
9,425
+900
88
$346K 0.07%
1,898
89
$319K 0.07%
11,745
-75
90
$304K 0.06%
2,160
+365
91
$301K 0.06%
1,905
92
$298K 0.06%
1,888
93
$294K 0.06%
3,544
-26
94
$285K 0.06%
3,751
95
$276K 0.06%
+569
96
$275K 0.06%
3,923
97
$274K 0.06%
6,985
+700
98
$262K 0.06%
2,165
99
$253K 0.05%
4,200
100
$242K 0.05%
317
1 2 3
4
5