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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
+518
252
$28K 0.01%
+1,724
253
$27K 0.01%
+600
254
$27K 0.01%
+415
255
$27K 0.01%
+531
256
$26K 0.01%
+1,590
257
$25K 0.01%
+1,094
258
$25K 0.01%
+1,567
259
$25K 0.01%
+314
260
$25K 0.01%
+432
261
$25K 0.01%
+172
262
$25K 0.01%
+481
263
$24K 0.01%
+697
264
$23K 0.01%
+337
265
$23K 0.01%
+301
266
$23K 0.01%
+105
267
$23K 0.01%
+410
268
$22K 0.01%
+965
269
$21K 0.01%
+500
270
$21K 0.01%
+934
271
$21K 0.01%
+438
272
$20K ﹤0.01%
+343
273
$20K ﹤0.01%
+400
274
$18K ﹤0.01%
+100
275
$18K ﹤0.01%
+135
9 10
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