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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$90K 0.04%
+2,706
102
$88K 0.04%
1,600
103
$87K 0.04%
340
104
$85K 0.04%
450
105
$83K 0.04%
987
106
$78K 0.04%
650
-350
107
$76K 0.03%
2,000
108
$76K 0.03%
2,508
109
$72K 0.03%
5,400
110
$71K 0.03%
350
111
$70K 0.03%
450
112
$68K 0.03%
1,235
113
$65K 0.03%
674
114
$65K 0.03%
1,000
115
$65K 0.03%
1,234
-83
116
$64K 0.03%
700
117
$62K 0.03%
+1,665
118
$62K 0.03%
1,582
119
$61K 0.03%
5,400
120
$61K 0.03%
1,000
121
$61K 0.03%
545
122
$61K 0.03%
705
123
$60K 0.03%
1,050
124
$59K 0.03%
600
125
$58K 0.03%
800
3 4
5
6 7