ACM

Armbruster Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.1M
3
+$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1
+$1.41M
2
+$1.18M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.03%
400
127
$50K 0.03%
1,582
128
$50K 0.03%
1,250
129
$49K 0.03%
249
130
$47K 0.03%
350
-200
131
$47K 0.03%
805
132
$46K 0.03%
1,088
133
$45K 0.03%
+700
134
$45K 0.03%
400
135
$45K 0.03%
622
+194
136
$44K 0.03%
130
+30
137
$44K 0.03%
696
138
$43K 0.03%
704
139
$41K 0.03%
600
-200
140
$41K 0.03%
+1,367
141
$40K 0.03%
1,004
142
$40K 0.03%
887
143
$39K 0.03%
3,832
+563
144
$39K 0.03%
370
145
$39K 0.03%
516
+120
146
$37K 0.03%
1,420
147
$37K 0.03%
400
148
$36K 0.02%
1,000
149
$36K 0.02%
460
150
$35K 0.02%
1,204
4 5
6
7 8