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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
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%
+527
233
$40K 0.01%
+1,222
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%
+887
239
$37K 0.01%
+700
240
$35K 0.01%
+500
241
$35K 0.01%
+542
242
$34K 0.01%
+576
243
$34K 0.01%
+1,389
244
$34K 0.01%
+170
245
$33K 0.01%
+3,000
246
$33K 0.01%
+625
247
$32K 0.01%
+432
248
$32K 0.01%
+1,592
249
$31K 0.01%
+393
250
$31K 0.01%
+1,226
8 9
10
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