ACM

Armbruster Capital Management Portfolio holdings

AUM $610M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$934K
3 +$785K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$463K
5
AAPL icon
Apple
AAPL
+$455K

Top Sells

1 +$994K
2 +$423K
3 +$310K
4
IBM icon
IBM
IBM
+$219K
5
ORCL icon
Oracle
ORCL
+$201K

Sector Composition

1 Technology 2.16%
2 Healthcare 1.23%
3 Consumer Staples 1.14%
4 Energy 0.9%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-573
177
-950
178
-2,830
179
-624
180
-5
181
-5,400
182
-575
183
-1,600
184
-700
185
-42
186
-12
187
-348
188
-675
189
-4,400
190
-400
191
-5,871
192
-702
193
-400
194
-200
195
-1,375
196
-315
197
-200
198
-8,968
199
-855
200
-1,485