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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.06M
3
+$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1
+$569K
2
+$369K
3
+$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$89K 0.05%
3,323
102
$87K 0.05%
1,200
103
$86K 0.05%
3,900
104
$84K 0.05%
7,020
105
$81K 0.05%
340
106
$78K 0.05%
1,000
107
$77K 0.05%
4,500
108
$75K 0.04%
2,000
109
$74K 0.04%
650
110
$70K 0.04%
+2,000
111
$67K 0.04%
1,063
112
$67K 0.04%
500
113
$67K 0.04%
9,900
114
$65K 0.04%
2,508
115
$63K 0.04%
65
116
$61K 0.04%
261
+12
117
$60K 0.04%
350
-50
118
$60K 0.04%
5,400
119
$55K 0.03%
600
-100
120
$52K 0.03%
545
121
$50K 0.03%
705
122
$49K 0.03%
1,260
123
$49K 0.03%
400
124
$48K 0.03%
700
125
$48K 0.03%
1,050
3 4
5
6 7