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
$482M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.67M
3
+$1.67M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.56M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$390K
2
+$339K
3
+$264K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$251K
5
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$223K

Sector Composition

1 Technology 1.98%
2 Financials 0.7%
3 Healthcare 0.69%
4 Consumer Staples 0.57%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$537K 0.11%
25,614
-273
77
$534K 0.11%
2,359
+3
78
$530K 0.11%
958
+39
79
$522K 0.11%
22,020
-30
80
$513K 0.11%
1,014
+2
81
$488K 0.1%
9,309
+215
82
$461K 0.1%
6,506
-394
83
$460K 0.1%
7,851
84
$452K 0.09%
8,749
85
$440K 0.09%
+2,740
86
$432K 0.09%
2,500
+56
87
$427K 0.09%
3,350
-118
88
$396K 0.08%
6,229
-399
89
$380K 0.08%
9,600
+175
90
$374K 0.08%
17,466
-1,830
91
$369K 0.08%
7,765
-17
92
$363K 0.08%
1,410
-464
93
$356K 0.07%
1,194
94
$351K 0.07%
1,729
-374
95
$346K 0.07%
2,020
+122
96
$305K 0.06%
11,775
+30
97
$302K 0.06%
2,160
98
$302K 0.06%
598
+29
99
$296K 0.06%
1,895
+7
100
$292K 0.06%
+344
1 2 3
4
5