ACM
Armbruster Capital Management Portfolio holdings
AUM
$552M
This Quarter Return
+3.59%
1 Year Return
+14.32%
3 Year Return
+44.28%
5 Year Return
+79.81%
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+4.5%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
71.38%
Holding
294
New
10
Increased
29
Reduced
48
Closed
19
Top Buys
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$245K |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$210K |
| 3 |
Exxon Mobil
XOM
|
$179K |
| 4 |
SE
Spectra Energy Corp Wi
SE
|
$120K |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$118K |
Sector Composition
| 1 | Technology | 2.61% |
| 2 | Healthcare | 2.36% |
| 3 | Consumer Staples | 2.19% |
| 4 | Energy | 1.59% |
| 5 | Industrials | 1.55% |
