ACM

Armbruster Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$3.37M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.52M

Top Sells

1
+$3.74M
2
+$506K
3
+$338K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$167K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$158K

Sector Composition

1 Technology 2.22%
2 Healthcare 1.75%
3 Consumer Staples 1.7%
4 Financials 1.29%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
270
202
$9K ﹤0.01%
+76
203
$9K ﹤0.01%
103
204
$9K ﹤0.01%
+230
205
$8K ﹤0.01%
46
206
$8K ﹤0.01%
7
207
$8K ﹤0.01%
120
208
$8K ﹤0.01%
200
209
$8K ﹤0.01%
203
210
$7K ﹤0.01%
+317
211
$7K ﹤0.01%
600
212
$7K ﹤0.01%
+253
213
$6K ﹤0.01%
48
214
$6K ﹤0.01%
200
215
$6K ﹤0.01%
97
216
$6K ﹤0.01%
+280
217
$6K ﹤0.01%
42
218
$6K ﹤0.01%
+58
219
$6K ﹤0.01%
55
-13
220
$6K ﹤0.01%
+300
221
$5K ﹤0.01%
788
222
$5K ﹤0.01%
29
223
$5K ﹤0.01%
51
224
$5K ﹤0.01%
200
225
$5K ﹤0.01%
30
7 8
9
10 11