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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.06M
3
+$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1
+$569K
2
+$369K
3
+$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48K 0.03%
1,582
127
$47K 0.03%
696
128
$47K 0.03%
683
129
$45K 0.03%
732
130
$44K 0.03%
1,100
131
$44K 0.03%
3,269
132
$42K 0.02%
1,100
133
$41K 0.02%
1,000
134
$41K 0.02%
+702
135
$41K 0.02%
704
136
$40K 0.02%
1,314
137
$38K 0.02%
100
138
$38K 0.02%
400
139
$38K 0.02%
1,000
140
$37K 0.02%
825
141
$37K 0.02%
1,204
142
$37K 0.02%
1,922
143
$37K 0.02%
382
144
$36K 0.02%
120
145
$35K 0.02%
704
146
$33K 0.02%
519
147
$32K 0.02%
200
148
$31K 0.02%
500
149
$31K 0.02%
258
150
$31K 0.02%
400
4 5
6
7 8