ACM

Armbruster Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.77M
3
+$3.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.64M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$2.39M

Top Sells

1
+$4.1M
2
+$2.81M
3
+$2.47M
4
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$885K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$828K

Sector Composition

1 Technology 2%
2 Healthcare 1.1%
3 Consumer Staples 0.87%
4 Real Estate 0.57%
5 Financials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-21,578
127
– –
-2,014
2 3 4 5
6