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
176
$23K 0.01%
1,800
-427
177
$22K 0.01%
270
178
$22K 0.01%
1,425
179
$22K 0.01%
+120
180
$21K 0.01%
659
181
$21K 0.01%
318
182
$21K 0.01%
1,425
+120
183
$21K 0.01%
176
184
$20K 0.01%
654
-237
185
$20K 0.01%
366
-16
186
$20K 0.01%
550
187
$19K 0.01%
100
188
$19K 0.01%
315
189
$19K 0.01%
400
190
$18K 0.01%
158
191
$18K 0.01%
450
192
$18K 0.01%
1,406
-266
193
$17K 0.01%
200
194
$17K 0.01%
130
195
$17K 0.01%
422
196
$17K 0.01%
+80
197
$16K 0.01%
624
198
$16K 0.01%
200
199
$15K 0.01%
200
200
$15K 0.01%
474
6 7
8
9 10