ACM

Armbruster Capital Management Portfolio holdings

AUM $552M
1-Year Est. Return 14.32%
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Sells

1 +$1.94M
2 +$1.16M
3 +$1.15M
4
KMB icon
Kimberly-Clark
KMB
+$854K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K

Sector Composition

1 Technology 2.08%
2 Financials 0.87%
3 Energy 0.64%
4 Healthcare 0.56%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.8M 10.12%
420,646
+3,629
2
$41.7M 8.46%
201,344
+1,253
3
$30.6M 6.22%
339,184
-3,393
4
$29.1M 5.91%
415,589
+8,003
5
$25.8M 5.24%
144,899
+185
6
$25.3M 5.13%
179,382
+495
7
$18.4M 3.73%
676,969
+13,421
8
$15.9M 3.23%
424,760
+9,217
9
$15.8M 3.22%
426,324
+14,528
10
$14.6M 2.96%
164,237
-430
11
$14.4M 2.92%
311,142
+8,161
12
$14M 2.84%
197,520
+3,509
13
$11.7M 2.38%
19,911
-1,220
14
$11.5M 2.34%
173,993
+422
15
$9.86M 2%
140,231
+8,013
16
$9.35M 1.9%
197,899
+4,687
17
$8.22M 1.67%
167,103
-800
18
$7.75M 1.57%
69,553
-1,022
19
$7.12M 1.45%
16,723
-2,709
20
$7.02M 1.43%
26,027
+12
21
$6.53M 1.33%
39,740
+175
22
$6.36M 1.29%
10,853
-172
23
$5.89M 1.2%
130,320
-1,238
24
$5.21M 1.06%
83,649
+2,335
25
$4.95M 1.01%
267,669
+1,031