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
$195M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$448K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$354K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$226K

Top Sells

1
+$599K
2
+$104K
3
+$79.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$77.9K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$70K

Sector Composition

1 Technology 2.18%
2 Healthcare 1.99%
3 Consumer Staples 1.86%
4 Financials 1.35%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30K 0.02%
400
152
$28K 0.01%
400
153
$27K 0.01%
400
154
$26K 0.01%
1,800
-520
155
$26K 0.01%
400
156
$26K 0.01%
1,485
157
$25K 0.01%
129
-65
158
$25K 0.01%
220
159
$25K 0.01%
1,218
160
$24K 0.01%
315
161
$23K 0.01%
422
162
$23K 0.01%
318
163
$23K 0.01%
+186
164
$22K 0.01%
1,380
165
$22K 0.01%
+241
166
$21K 0.01%
125
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167
$21K 0.01%
360
168
$20K 0.01%
400
169
$18K 0.01%
200
-221
170
$18K 0.01%
146
-30
171
$18K 0.01%
346
172
$18K 0.01%
300
173
$17K 0.01%
46
174
$17K 0.01%
405
175
$17K 0.01%
648
5 6
7
8 9