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
$492M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$602K
3
+$594K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$563K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$560K

Top Sells

1
+$1.94M
2
+$1.16M
3
+$1.15M
4
KMB icon
Kimberly-Clark
KMB
+$854K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K

Sector Composition

1 Technology 2.08%
2 Financials 0.87%
3 Energy 0.64%
4 Healthcare 0.56%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$578K 0.12%
25,468
-188
77
$575K 0.12%
10,117
78
$567K 0.12%
21,930
-40
79
$563K 0.11%
5,160
80
$551K 0.11%
7,287
81
$537K 0.11%
2,356
-2,400
82
$530K 0.11%
3,161
-365
83
$508K 0.1%
7,525
84
$508K 0.1%
25,350
85
$506K 0.1%
9,281
86
$486K 0.1%
934
87
$485K 0.1%
8,749
88
$483K 0.1%
+165,347
89
$466K 0.09%
6,506
-46
90
$451K 0.09%
7,851
91
$439K 0.09%
4,413
92
$435K 0.09%
3,125
93
$406K 0.08%
1,194
94
$405K 0.08%
6,835
95
$397K 0.08%
4,395
+178
96
$393K 0.08%
7,400
97
$382K 0.08%
2,152
98
$372K 0.08%
5,979
99
$365K 0.07%
1,728
-1
100
$358K 0.07%
2,160
2 3
4
5 6