BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.01%
1,968
+268
227
$39K 0.01%
2,441
+61
228
$39K 0.01%
4,232
+432
229
$38K 0.01%
1,269
+29
230
$38K 0.01%
1,843
+3
231
$38K 0.01%
352
-103
232
$38K 0.01%
+1,350
233
$38K 0.01%
2,340
234
$38K 0.01%
1,061
-8
235
$38K 0.01%
2,060
+125
236
$37K 0.01%
+485
237
$37K 0.01%
301
238
$37K 0.01%
264
-349
239
$36K 0.01%
+1,064
240
$35K 0.01%
221
241
$35K 0.01%
625
242
$34K 0.01%
542
243
$34K 0.01%
+780
244
$33K 0.01%
459
-217
245
$33K 0.01%
1,511
+1,002
246
$33K 0.01%
+1,452
247
$32K 0.01%
85
248
$32K 0.01%
240
249
$32K 0.01%
2,959
250
$31K 0.01%
500
8 9
10
11 12