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
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.1M
3
+$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1
+$1.41M
2
+$1.18M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78K 0.05%
2,000
102
$73K 0.05%
2,698
103
$69K 0.05%
525
-75
104
$67K 0.05%
500
105
$66K 0.05%
+3,323
106
$65K 0.04%
5,400
107
$64K 0.04%
+9,900
108
$64K 0.04%
1,320
109
$63K 0.04%
2,041
+1,320
110
$61K 0.04%
1,063
111
$60K 0.04%
7,020
112
$59K 0.04%
932
-900
113
$56K 0.04%
3,600
114
$56K 0.04%
4,500
115
$54K 0.04%
1,460
+200
116
$54K 0.04%
783
+100
117
$53K 0.04%
3,933
-322
118
$53K 0.04%
340
119
$53K 0.04%
1,145
-450
120
$53K 0.04%
1,000
121
$52K 0.04%
1,150
-1,125
122
$51K 0.03%
708
+8
123
$50K 0.03%
1,300
+200
124
$50K 0.03%
400
125
$50K 0.03%
950
3 4
5
6 7