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
$439M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$2.23M
3 +$1.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$972K

Sector Composition

1 Technology 1.99%
2 Healthcare 0.68%
3 Financials 0.63%
4 Consumer Staples 0.56%
5 Real Estate 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.05%
+1,825
102
-6,695
103
-2,965
104
-3,674