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
$437M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$6.82M
3
+$5.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$5.21M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$4.55M

Top Sells

1
+$3.97M
2
+$692K
3
+$626K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$510K
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$485K

Sector Composition

1 Technology 2.17%
2 Healthcare 0.96%
3 Consumer Staples 0.74%
4 Real Estate 0.58%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.08%
2,900
102
$331K 0.08%
5,666
+194
103
$322K 0.07%
1,012
104
$316K 0.07%
1,820
+45
105
$311K 0.07%
2,324
-107
106
$307K 0.07%
2,120
+120
107
$290K 0.07%
2,467
+9
108
$279K 0.06%
+5,377
109
$268K 0.06%
+3,050
110
$260K 0.06%
3,923
111
$258K 0.06%
1,650
112
$258K 0.06%
5,340
+240
113
$244K 0.06%
1,825
114
$234K 0.05%
770
-30
115
$233K 0.05%
+12,514
116
$231K 0.05%
1,600
117
$225K 0.05%
3,615
+100
118
$211K 0.05%
+3,327
119
$208K 0.05%
1,340
120
$203K 0.05%
+5,400
121
$202K 0.05%
+1,437
122
$179K 0.04%
21,578
123
– –
-3,152
1 2 3 4
5