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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K 0.01%
218
+1
252
$30K 0.01%
362
-82
253
$30K 0.01%
575
254
$30K 0.01%
507
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255
$29K 0.01%
169
256
$28K 0.01%
1,200
257
$28K 0.01%
3,000
258
$28K 0.01%
518
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259
$28K 0.01%
400
260
$27K 0.01%
250
-11,287
261
$27K 0.01%
1,500
262
$26K 0.01%
387
-162
263
$26K 0.01%
1,260
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264
$25K 0.01%
200
265
$24K 0.01%
1,590
266
$24K 0.01%
560
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267
$22K 0.01%
398
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268
$22K 0.01%
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1,386
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$21K 0.01%
385
272
$21K 0.01%
417
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273
$20K 0.01%
336
274
$20K 0.01%
150
275
$19K 0.01%
565
9 10
11
12 13