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
$155M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.16M
3
+$1.13M
4
MTB icon
M&T Bank
MTB
+$519K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$373K

Top Sells

1
+$706K
2
+$457K
3
+$292K
4
CL icon
Colgate-Palmolive
CL
+$242K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$212K

Sector Composition

1 Technology 2.67%
2 Healthcare 2.57%
3 Consumer Staples 2.51%
4 Energy 1.98%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.02%
1,200
152
$32K 0.02%
400
153
$32K 0.02%
1,922
154
$32K 0.02%
867
155
$31K 0.02%
400
156
$31K 0.02%
704
-300
157
$31K 0.02%
400
158
$31K 0.02%
1,048
159
$30K 0.02%
400
160
$29K 0.02%
2,400
-1,200
161
$29K 0.02%
396
-120
162
$29K 0.02%
1,424
163
$29K 0.02%
955
164
$28K 0.02%
550
165
$28K 0.02%
350
-110
166
$28K 0.02%
263
-107
167
$28K 0.02%
675
-575
168
$28K 0.02%
382
-240
169
$28K 0.02%
10,000
170
$27K 0.02%
200
171
$27K 0.02%
600
172
$25K 0.02%
28
-1
173
$25K 0.02%
360
174
$24K 0.02%
2,205
175
$24K 0.02%
500
5 6
7
8 9