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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.94M
3
+$2.93M
4
GM icon
General Motors
GM
+$2.88M
5
CSCO icon
Cisco
CSCO
+$2.33M

Top Sells

1
+$3.2M
2
+$2.97M
3
+$2.78M
4
CAT icon
Caterpillar
CAT
+$2.75M
5
ABBV icon
AbbVie
ABBV
+$2.38M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,675
252
– –
-562
253
– –
-670
254
– –
-660
255
– –
-667
256
– –
-116
257
– –
-1,026
258
– –
-4,660
259
– –
-252
260
– –
-204
261
– –
-500
262
– –
-1,510
263
– –
-336
264
– –
-331
265
– –
-200
266
– –
-1,853
267
– –
-5,274
268
– –
-1,704
269
– –
-2,240
270
– –
-109
271
– –
-1,105
272
– –
-425
273
– –
-870
274
– –
-700
275
– –
-2
9 10
11
12 13