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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.06M
3
+$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1
+$569K
2
+$369K
3
+$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31K 0.02%
396
152
$30K 0.02%
2,400
153
$30K 0.02%
350
154
$30K 0.02%
263
155
$29K 0.02%
400
156
$29K 0.02%
400
157
$29K 0.02%
350
158
$29K 0.02%
1,250
159
$28K 0.02%
1,048
160
$28K 0.02%
400
161
$27K 0.02%
1,800
162
$27K 0.02%
550
163
$26K 0.02%
624
164
$26K 0.02%
400
-200
165
$26K 0.02%
28
166
$24K 0.01%
+145
167
$24K 0.01%
1,485
+60
168
$24K 0.01%
600
169
$24K 0.01%
360
170
$23K 0.01%
500
171
$22K 0.01%
+1,218
172
$22K 0.01%
318
173
$22K 0.01%
176
174
$21K 0.01%
+129
175
$21K 0.01%
422
5 6
7
8 9