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
176
$24K 0.02%
270
+220
177
$24K 0.02%
500
178
$24K 0.02%
360
179
$23K 0.02%
891
180
$23K 0.02%
1,672
+266
181
$22K 0.02%
+2,205
182
$21K 0.01%
220
+170
183
$21K 0.01%
176
184
$21K 0.01%
+800
185
$20K 0.01%
659
186
$20K 0.01%
110
187
$20K 0.01%
318
-1,287
188
$20K 0.01%
300
189
$20K 0.01%
550
190
$19K 0.01%
1,425
191
$19K 0.01%
382
-240
192
$19K 0.01%
1,305
193
$19K 0.01%
95
194
$19K 0.01%
+825
195
$19K 0.01%
+645
196
$19K 0.01%
+825
197
$18K 0.01%
450
-45
198
$18K 0.01%
+610
199
$18K 0.01%
+350
200
$18K 0.01%
315
6 7
8
9 10