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
$396M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$778K
2 +$737K
3 +$501K
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$428K
5
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$407K

Top Sells

1 +$408K
2 +$334K
3 +$249K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$241K
5
PEP icon
PepsiCo
PEP
+$240K

Sector Composition

1 Technology 1.94%
2 Healthcare 0.84%
3 Financials 0.65%
4 Consumer Staples 0.62%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-698
102
-2,782
103
-1,295
104
-1,825
105
-7,300
106
-5,875