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
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.51M
3
+$3.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.55M

Top Sells

1
+$3.83M
2
+$512K
3
+$347K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$166K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.02%
200
152
$33K 0.02%
624
153
$32K 0.01%
400
-342
154
$32K 0.01%
+226
155
$31K 0.01%
61
-100
156
$30K 0.01%
400
157
$29K 0.01%
400
158
$29K 0.01%
400
159
$28K 0.01%
+520
160
$27K 0.01%
129
161
$27K 0.01%
1,485
162
$26K 0.01%
+308
163
$26K 0.01%
1,800
164
$26K 0.01%
318
165
$26K 0.01%
315
166
$25K 0.01%
400
167
$25K 0.01%
1,218
168
$24K 0.01%
674
-320
169
$23K 0.01%
400
+200
170
$23K 0.01%
422
171
$23K 0.01%
+213
172
$22K 0.01%
283
+203
173
$22K 0.01%
400
174
$20K 0.01%
200
175
$20K 0.01%
146
5 6
7
8 9