ACM
Armbruster Capital Management Portfolio holdings
AUM
$552M
This Quarter Return
-2.29%
1 Year Return
+14.32%
3 Year Return
+44.28%
5 Year Return
+79.81%
10 Year Return
–
AUM
$492M
AUM Growth
+$492M
(-2%)
Cap. Flow
+$6.89M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
54.22%
Holding
141
New
11
Increased
48
Reduced
34
Closed
9
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.49M |
| 2 |
National Fuel Gas
NFG
|
$1.35M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$677K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$602K |
| 5 |
iShares Gold Trust
IAU
|
$594K |
Top Sells
| 1 |
Cencora
COR
|
$1.94M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.16M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.15M |
| 4 |
Kimberly-Clark
KMB
|
$854K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$718K |
Sector Composition
| 1 | Technology | 2.08% |
| 2 | Financials | 0.87% |
| 3 | Energy | 0.64% |
| 4 | Healthcare | 0.56% |
| 5 | Consumer Staples | 0.53% |
