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
$195M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$448K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$354K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1
+$599K
2
+$104K
3
+$79.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$70K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.99%
3 Consumer Staples 1.86%
4 Financials 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53K 0.03%
1,375
127
$53K 0.03%
1,582
128
$52K 0.03%
825
129
$46K 0.02%
704
130
$45K 0.02%
702
131
$43K 0.02%
2,400
132
$43K 0.02%
621
133
$43K 0.02%
1,204
134
$43K 0.02%
400
135
$40K 0.02%
519
136
$40K 0.02%
1,922
137
$39K 0.02%
120
138
$39K 0.02%
382
139
$38K 0.02%
602
140
$37K 0.02%
294
141
$36K 0.02%
674
-229
142
$36K 0.02%
145
143
$36K 0.02%
1,800
144
$34K 0.02%
258
145
$34K 0.02%
994
146
$33K 0.02%
350
147
$33K 0.02%
278
148
$32K 0.02%
1,250
149
$31K 0.02%
200
150
$30K 0.02%
624
4 5
6
7 8