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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.01%
1,038
+1
227
$37K 0.01%
350
-2,641
228
$36K 0.01%
538
+201
229
$35K 0.01%
500
230
$35K 0.01%
535
+3
231
$34K 0.01%
942
232
$34K 0.01%
200
233
$34K 0.01%
500
234
$34K 0.01%
1,770
+46
235
$34K 0.01%
199
-24
236
$33K 0.01%
202
+2
237
$33K 0.01%
625
238
$32K 0.01%
237
-113
239
$32K 0.01%
416
-2,127
240
$32K 0.01%
702
241
$32K 0.01%
600
242
$32K 0.01%
173
243
$32K 0.01%
955
-2,172
244
$30K 0.01%
240
245
$30K 0.01%
406
+3
246
$30K 0.01%
3,000
247
$29K 0.01%
575
248
$28K 0.01%
171
-9,366
249
$28K 0.01%
536
+5
250
$28K 0.01%
1,590
8 9
10
11 12