ACM
Armbruster Capital Management Portfolio holdings
AUM
$610M
1-Year Est. Return
17.51%
This Fund
S&P 500
1 Year Est. Return
+17.51%
AUM
$610M
AUM Growth
+$14.7M
(+2.5%)
Holding
137
Top Buys
| 1 | +$1.9M | |
| 2 | +$1.69M | |
| 3 | +$1.17M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.08M |
| 5 |
Vanguard US Momentum Factor ETF
VFMO
|
+$938K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$766K | |
| 3 | +$579K | |
| 4 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$496K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$441K |
Sector Composition
| 1 | Technology | 1.53% |
| 2 | Financials | 0.81% |
| 3 | Industrials | 0.52% |
| 4 | Energy | 0.52% |
| 5 | Healthcare | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares ESG Aware MSCI EM ETF
ESGE
$7.26B
| $227K | 0.04% |
5,000
+200
|
|
||
127
Mondelez International
MDLZ
$78.7B
| $226K | 0.04% |
3,925
|
|
||
128
3M
MMM
$79.1B
| $218K | 0.04% |
1,500
|
|
||
129
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.19B
| $207K | 0.03% |
+4,171
|
|
||
130
Bristol-Myers Squibb
BMY
$112B
| $205K | 0.03% |
+3,387
|
|
||
131
Global X Lithium & Battery Tech ETF
LIT
$2.17B
| $204K | 0.03% |
+2,750
|
|
||
132
Vanguard Mid-Cap Value ETF
VOE
$22.6B
| $202K | 0.03% |
+1,098
|
|
||
133
Bank of America
BAC
$372B
| – | – |
-3,700
|
|
||
134
IHS Holding
IHS
$2.79B
| – | – |
-140,347
|
|
||
135
ServiceNow
NOW
$122B
| – | – |
-1,630
|
|
||
136
Stryker
SYK
$113B
| – | – |
-600
|
|
||
|
BTC
137
Grayscale Bitcoin Mini Trust ETF
BTC
$3.46B
| – | – |
-12,808
|
|