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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84K 0.05%
1,200
102
$79K 0.05%
65
103
$77K 0.05%
2,000
104
$72K 0.05%
3,032
-920
105
$70K 0.05%
500
-25
106
$66K 0.04%
1,063
107
$65K 0.04%
9,900
108
$65K 0.04%
5,400
109
$64K 0.04%
500
110
$63K 0.04%
1,000
111
$61K 0.04%
4,500
112
$61K 0.04%
7,020
113
$59K 0.04%
832
-100
114
$59K 0.04%
+2,508
115
$58K 0.04%
1,367
116
$57K 0.04%
700
-8
117
$56K 0.04%
1,582
118
$55K 0.04%
249
119
$54K 0.04%
1,000
120
$52K 0.03%
683
-100
121
$52K 0.03%
3,900
-33
122
$51K 0.03%
340
123
$51K 0.03%
400
124
$50K 0.03%
950
125
$50K 0.03%
1,675
-366
3 4
5
6 7