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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59K 0.02%
1,600
227
$59K 0.02%
+301
228
$58K 0.02%
+696
229
$56K 0.01%
+700
230
$55K 0.01%
2,700
231
$55K 0.01%
470
+3
232
$54K 0.01%
563
+365
233
$54K 0.01%
+1,560
234
$54K 0.01%
+2,000
235
$53K 0.01%
334
+160
236
$53K 0.01%
529
+113
237
$53K 0.01%
6,625
+1,400
238
$52K 0.01%
579
+164
239
$52K 0.01%
+412
240
$52K 0.01%
1,767
241
$52K 0.01%
+5,853
242
$51K 0.01%
266
243
$50K 0.01%
+1,024
244
$49K 0.01%
857
+624
245
$49K 0.01%
+363
246
$48K 0.01%
659
+658
247
$48K 0.01%
+1,615
248
$47K 0.01%
1,207
+27
249
$46K 0.01%
1,167
+1,150
250
$46K 0.01%
610
+550
8 9
10
11 12