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
$386M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$903K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$741K
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$637K

Top Sells

1
+$1.08M
2
+$1.07M
3
+$974K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$856K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$852K

Sector Composition

1 Technology 1.82%
2 Healthcare 1.07%
3 Consumer Staples 0.85%
4 Financials 0.6%
5 Energy 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.05%
+6,325
102
$204K 0.05%
+2,033
103
$204K 0.05%
1,506
-6,330
104
– –
-10,115
105
– –
-1,200
106
– –
-5,767
107
– –
-17,695
108
– –
-31,000
1 2 3 4
5