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
201
$18K 0.01%
400
202
$17K 0.01%
130
-260
203
$17K 0.01%
200
204
$17K 0.01%
+300
205
$17K 0.01%
1,100
206
$16K 0.01%
+240
207
$16K 0.01%
422
208
$16K 0.01%
100
209
$16K 0.01%
624
210
$16K 0.01%
10,000
211
$15K 0.01%
200
212
$15K 0.01%
158
213
$15K 0.01%
1,000
214
$15K 0.01%
474
215
$14K 0.01%
200
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$14K 0.01%
238
217
$14K 0.01%
188
218
$14K 0.01%
400
219
$13K 0.01%
+200
220
$13K 0.01%
+10
221
$13K 0.01%
275
222
$13K 0.01%
+170
223
$13K 0.01%
+220
224
$13K 0.01%
1,000
225
$13K 0.01%
465
+226