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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48K 0.03%
400
127
$48K 0.03%
1,100
-45
128
$48K 0.03%
704
129
$47K 0.03%
1,188
+100
130
$47K 0.03%
1,050
-100
131
$47K 0.03%
705
-100
132
$46K 0.03%
696
133
$45K 0.03%
700
134
$44K 0.03%
1,260
-200
135
$43K 0.03%
600
136
$43K 0.03%
887
137
$42K 0.03%
400
138
$39K 0.03%
1,100
-200
139
$37K 0.02%
825
140
$37K 0.02%
460
141
$36K 0.02%
258
-770
142
$35K 0.02%
500
143
$35K 0.02%
3,269
-563
144
$35K 0.02%
1,204
145
$34K 0.02%
519
146
$34K 0.02%
100
-30
147
$34K 0.02%
620
-700
148
$33K 0.02%
120
149
$33K 0.02%
446
150
$33K 0.02%
5,400
4 5
6
7 8