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
201
$13K 0.01%
360
+200
202
$13K 0.01%
46
203
$13K 0.01%
275
204
$13K 0.01%
915
+105
205
$13K 0.01%
938
-468
206
$12K 0.01%
675
207
$12K 0.01%
474
208
$12K 0.01%
71
-20
209
$11K 0.01%
157
+60
210
$11K 0.01%
200
-100
211
$11K 0.01%
+400
212
$11K 0.01%
90
213
$10K 0.01%
181
214
$10K 0.01%
166
215
$9K 0.01%
100
216
$9K 0.01%
+110
217
$8K ﹤0.01%
1,276
+488
218
$8K ﹤0.01%
72
219
$8K ﹤0.01%
300
220
$8K ﹤0.01%
41
221
$8K ﹤0.01%
270
222
$7K ﹤0.01%
152
223
$7K ﹤0.01%
80
224
$7K ﹤0.01%
73
225
$7K ﹤0.01%
600
7 8
9
10 11