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
$146M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.1M
3
+$5.11M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$3.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M

Top Sells

1
+$1.41M
2
+$1.18M
3
+$676K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$256K
5
PAYX icon
Paychex
PAYX
+$195K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.71%
3 Healthcare 2.63%
4 Energy 2.08%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.02%
825
152
$34K 0.02%
460
-140
153
$34K 0.02%
5,400
154
$34K 0.02%
867
155
$33K 0.02%
500
156
$33K 0.02%
400
157
$33K 0.02%
825
158
$32K 0.02%
120
159
$32K 0.02%
1,200
160
$31K 0.02%
400
161
$30K 0.02%
400
162
$30K 0.02%
1,922
163
$29K 0.02%
519
164
$29K 0.02%
446
-134
165
$28K 0.02%
960
166
$28K 0.02%
1,424
167
$27K 0.02%
200
-60
168
$27K 0.02%
2,227
+327
169
$27K 0.02%
550
170
$27K 0.02%
400
-1
171
$26K 0.02%
1,048
172
$26K 0.02%
29
173
$25K 0.02%
+795
174
$25K 0.02%
600
175
$25K 0.02%
955
5 6
7
8 9