BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K 0.01%
+575
252
$30K 0.01%
+600
253
$30K 0.01%
+511
254
$30K 0.01%
+522
255
$29K 0.01%
+2,959
256
$29K 0.01%
+285
257
$29K 0.01%
+473
258
$28K 0.01%
+1,590
259
$27K 0.01%
+406
260
$27K 0.01%
+179
261
$26K 0.01%
1,408
-8,953
262
$25K 0.01%
+395
263
$25K 0.01%
+488
264
$24K 0.01%
+1,500
265
$23K 0.01%
+670
266
$22K 0.01%
+336
267
$22K 0.01%
+925
268
$21K 0.01%
+1,391
269
$21K 0.01%
+1,075
270
$21K 0.01%
+423
271
$20K 0.01%
+300
272
$20K 0.01%
+1,114
273
$19K 0.01%
+433
274
$19K 0.01%
+252
275
$18K ﹤0.01%
+127
9 10
11
12 13