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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.01%
+900
227
$38K 0.01%
+1,037
228
$38K 0.01%
+173
229
$38K 0.01%
+500
230
$36K 0.01%
+699
231
$36K 0.01%
+266
232
$36K 0.01%
+1,434
233
$36K 0.01%
+532
234
$35K 0.01%
+1,504
235
$35K 0.01%
+702
236
$34K 0.01%
+500
237
$33K 0.01%
+1,086
238
$33K 0.01%
+240
239
$33K 0.01%
+223
240
$32K 0.01%
+403
241
$32K 0.01%
+2,959
242
$32K 0.01%
+200
243
$31K 0.01%
+200
244
$31K 0.01%
+625
245
$30K 0.01%
+635
246
$30K 0.01%
+942
247
$30K 0.01%
+2,700
248
$29K 0.01%
+3,000
249
$29K 0.01%
+575
250
$28K 0.01%
+878
8 9
10
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