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
$185M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Sells

1 +$544K
2 +$351K
3 +$181K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$141K
5
VTRS icon
Viatris
VTRS
+$117K

Sector Composition

1 Technology 2.25%
2 Healthcare 2.14%
3 Consumer Staples 2.07%
4 Financials 1.41%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$89K 0.05%
1,600
-200
102
$85K 0.05%
1,294
+944
103
$83K 0.04%
987
104
$80K 0.04%
2,508
105
$77K 0.04%
65
106
$76K 0.04%
940
-1,360
107
$75K 0.04%
1,028
+65
108
$75K 0.04%
3,100
-1,223
109
$75K 0.04%
340
110
$75K 0.04%
1,679
-848
111
$74K 0.04%
450
+350
112
$72K 0.04%
2,000
113
$69K 0.04%
350
114
$68K 0.04%
161
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115
$67K 0.04%
600
116
$67K 0.04%
261
117
$66K 0.04%
1,175
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118
$63K 0.03%
1,200
119
$62K 0.03%
5,400
120
$57K 0.03%
742
121
$56K 0.03%
545
122
$55K 0.03%
700
123
$55K 0.03%
1,050
124
$53K 0.03%
1,582
125
$52K 0.03%
1,375