ACM
Armbruster Capital Management Portfolio holdings
AUM
$552M
This Quarter Return
+1.89%
1 Year Return
+14.32%
3 Year Return
+44.28%
5 Year Return
+79.81%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(-0.56%)
Cap. Flow
-$4.82M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
74.92%
Holding
224
New
–
Increased
32
Reduced
23
Closed
156
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.18M |
| 2 |
Schwab International Equity ETF
SCHF
|
$908K |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$794K |
| 4 |
Apple
AAPL
|
$464K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$433K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.04M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$424K |
| 3 |
Schwab US REIT ETF
SCHH
|
$328K |
| 4 |
IBM
IBM
|
$219K |
| 5 |
SPDR Dow Jones REIT ETF
RWR
|
$202K |
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Healthcare | 1.23% |
| 3 | Consumer Staples | 1.14% |
| 4 | Energy | 0.9% |
| 5 | Financials | 0.86% |
