BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.01%
+378
227
$42K 0.01%
+1,434
228
$41K 0.01%
+1,026
229
$41K 0.01%
+1,154
230
$40K 0.01%
+425
231
$40K 0.01%
+780
232
$40K 0.01%
+1,222
233
$40K 0.01%
+527
234
$39K 0.01%
+554
235
$39K 0.01%
+1,000
236
$38K 0.01%
+235
237
$38K 0.01%
+300
238
$37K 0.01%
+700
239
$37K 0.01%
+887
240
$35K 0.01%
+500
241
$35K 0.01%
+542
242
$34K 0.01%
+170
243
$34K 0.01%
+576
244
$34K 0.01%
+1,389
245
$33K 0.01%
+3,000
246
$33K 0.01%
+625
247
$32K 0.01%
+1,592
248
$32K 0.01%
+432
249
$31K 0.01%
+393
250
$31K 0.01%
+1,226
8 9
10
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