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
$391M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$9.48M
2 +$1.78M
3 +$971K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$762K
5
SPVU icon
Invesco S&P 500 Enhanced Value ETF
SPVU
+$737K

Top Sells

1 +$11.1M
2 +$1.13M
3 +$445K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$437K
5
KO icon
Coca-Cola
KO
+$363K

Sector Composition

1 Technology 1.92%
2 Healthcare 0.94%
3 Consumer Staples 0.71%
4 Financials 0.59%
5 Real Estate 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.05%
4,200
-525
102
$206K 0.05%
3,279
-2,487
103
-14,100
104
-2,033
105
-1,506