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
$470M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$399K
2 +$276K
3 +$221K
4
SYK icon
Stryker
SYK
+$215K
5
TJX icon
TJX Companies
TJX
+$203K

Top Sells

1 +$1.01M
2 +$754K
3 +$741K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$605K
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$417K

Sector Composition

1 Technology 1.9%
2 Financials 0.74%
3 Healthcare 0.7%
4 Consumer Staples 0.55%
5 Energy 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$242K 0.05%
4,000
102
$221K 0.05%
+1,223
103
$215K 0.05%
+600
104
$213K 0.05%
1,825
105
$203K 0.04%
+2,000
106
$201K 0.04%
+1,161
107
$200K 0.04%
+801