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
$171M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.06M
3
+$681K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$561K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$521K

Top Sells

1
+$569K
2
+$369K
3
+$196K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$182K
5
RZV icon
Invesco S&P SmallCap 600 Pure Value ETF
RZV
+$174K

Sector Composition

1 Technology 2.48%
2 Healthcare 2.09%
3 Consumer Staples 2.04%
4 Financials 1.69%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21K 0.01%
2,205
177
$21K 0.01%
315
178
$21K 0.01%
550
179
$19K 0.01%
220
180
$19K 0.01%
520
-347
181
$18K 0.01%
600
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182
$18K 0.01%
366
183
$18K 0.01%
1,000
184
$17K 0.01%
152
+52
185
$17K 0.01%
200
186
$16K 0.01%
158
187
$16K 0.01%
1,000
188
$16K 0.01%
+647
189
$16K 0.01%
400
190
$15K 0.01%
131
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191
$15K 0.01%
200
192
$15K 0.01%
2,200
193
$15K 0.01%
200
194
$14K 0.01%
200
195
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200
196
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100
197
$14K 0.01%
80
198
$14K 0.01%
554
199
$14K 0.01%
+346
200
$14K 0.01%
10,000
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8
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