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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
3,000
227
$32K 0.01%
1,091
-1,001
228
$32K 0.01%
240
229
$32K 0.01%
278
-306
230
$31K 0.01%
702
231
$31K 0.01%
600
232
$31K 0.01%
580
-32
233
$31K 0.01%
500
234
$31K 0.01%
578
+3
235
$30K 0.01%
884
+3
236
$30K 0.01%
942
237
$30K 0.01%
383
-194
238
$29K 0.01%
1,590
239
$29K 0.01%
154
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240
$29K 0.01%
438
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241
$28K 0.01%
1,103
+4
242
$27K 0.01%
439
+3
243
$26K 0.01%
965
244
$25K 0.01%
2,700
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245
$25K 0.01%
320
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246
$23K 0.01%
515
-3,844
247
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323
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248
$23K 0.01%
129
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249
$22K 0.01%
302
+1
250
$22K 0.01%
100
8 9
10
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