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
$501M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$894K
3
+$767K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$678K
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$590K

Top Sells

1
+$811K
2
+$767K
3
+$594K
4
XOM icon
Exxon Mobil
XOM
+$410K
5
GEV icon
GE Vernova
GEV
+$353K

Sector Composition

1 Technology 1.92%
2 Financials 0.9%
3 Healthcare 0.57%
4 Consumer Staples 0.57%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.04%
1,340
-65
127
$205K 0.04%
696
128
$203K 0.04%
1,455
129
– –
-7,958
130
– –
-4,526
131
– –
-3,356
132
– –
-581
133
– –
-3,751
134
– –
-1,825
135
– –
-1,072
2 3 4 5
6