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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58K 0.03%
1,100
127
$58K 0.03%
1,100
128
$56K 0.03%
1,375
129
$54K 0.02%
800
-350
130
$50K 0.02%
702
131
$49K 0.02%
760
-65
132
$48K 0.02%
704
133
$47K 0.02%
400
134
$46K 0.02%
1,204
135
$45K 0.02%
602
136
$43K 0.02%
+1,500
137
$41K 0.02%
2,400
138
$41K 0.02%
308
+14
139
$41K 0.02%
120
140
$39K 0.02%
519
141
$38K 0.02%
674
142
$38K 0.02%
258
143
$38K 0.02%
1,800
144
$38K 0.02%
306
+28
145
$37K 0.02%
31
-34
146
$36K 0.02%
+1,135
147
$35K 0.02%
350
148
$35K 0.02%
1,250
149
$35K 0.02%
382
150
$34K 0.02%
145
4 5
6
7 8