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
201
$14K 0.01%
1,000
202
$14K 0.01%
200
-100
203
$13K 0.01%
1,000
204
$13K 0.01%
+554
205
$12K 0.01%
275
206
$11K 0.01%
+46
207
$11K 0.01%
850
208
$10K 0.01%
675
209
$10K 0.01%
500
210
$10K 0.01%
183
-22
211
$10K 0.01%
90
212
$10K 0.01%
151
213
$9K 0.01%
300
214
$8K 0.01%
+72
215
$8K 0.01%
+81
216
$8K 0.01%
100
-50
217
$8K 0.01%
+80
218
$8K 0.01%
+73
219
$8K 0.01%
+97
220
$8K 0.01%
+48
221
$8K 0.01%
270
222
$7K ﹤0.01%
152
223
$7K ﹤0.01%
41
224
$7K ﹤0.01%
88
-100
225
$7K ﹤0.01%
510