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Armbruster Capital Management, Inc. — Institutional Investor Profile | Buyside Digest

Armbruster Capital Management, Inc.

Institutional Investor • Armbruster Capital Management

Value

$8.3B

Stocks

22 Stocks

Turnover

0.0%

CIK

0001664847EDGAR ↗

Website ↗

Top Holdings

VFVA(11.79%) VV(10.20%) ERTH(9.45%) SPY(7.91%) EWN(7.24%)

About Investor

Mark Armbruster began his investment career in 1996, managed a $1 billion portfolio as CIO at Alesco Advisors, and holds the CFA designation. His background includes equity research in aerospace and defense sectors as well as chief investment officer experience at institutional levels. The executive team includes Christopher M. Cebula, CPA, who serves as President and brings experience providing assurance services across various industries. The firm was founded in August 2009 and describes itself as a boutique investment management firm that is large enough to be well established, but small enough to provide individualized service. The team includes CFAs and CPAs who follow primary academic research, test theories, and understand the tax impact financial decisions have on clients' money.

Investor Philosophy

Investment philosophy details pending verification.

Armbruster Capital Management, Inc. Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
VFVA	None	VANGUARD WELLINGTON FD	General	$11.9M	11.8%	No Change
VV	None	Valvoline	General	$10.3M	10.2%	No Change
ERTH	None	INVESCO EXCHANGE TRADED FD T	Industrials	$9.5M	9.4%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$8.0M	7.9%	No Change
EWN	None	ISHARES INC	General	$7.3M	7.2%	No Change
SCHF	None	Schwab International Equity Etf - US ETP	General	$7.2M	7.1%	No Change
VOO	None	Vanguard S&P 500 ETF	General	$5.7M	5.7%	No Change
DISV	None	DIMENSIONAL ETF TRUST	Industrials	$5.2M	5.2%	No Change
VEA	None	Vanguard FTSE Developed Markets ETF	General	$4.6M	4.6%	No Change
VO	None	Vanguard Mid-Cap Etf - US ETP	General	$4.3M	4.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
SPLVInvesco S&P 500 Low Volatility ETF	$40.4M	-100.0%	0.0%	Sold Out
XSMOInvesco S&P SmallCap Momentum ETF	$18.6M	-100.0%	0.0%	Sold Out
VFMVVANGUARD WELLINGTON FD	$11.9M	-100.0%	0.0%	Sold Out
PHOINVESCO EXCHANGE TRADED FD T	$9.5M	-100.0%	0.0%	Sold Out
DFAEDIMENSIONAL ETF TRUST	$5.2M	-100.0%	0.0%	Sold Out
TANTAN Solar Stock ETF	$3.3M	-100.0%	0.0%	Sold Out
VCRVANGUARD WORLD FD	$3.0M	-100.0%	0.0%	Sold Out
AVUVAvantis U.S. Small-Cap Value ETF	$2.1M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General73.8%

Industrials22.2%

Information Technology2.4%

Financials1.6%

Sector	Stocks	Value	Exposure
General	14	$74.2M	73.8%
Industrials	6	$22.3M	22.2%
Information Technology	1	$2.4M	2.4%
Financials	1	$1.6M	1.6%