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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
287
-1,808
252
$27K 0.01%
1,099
+5
253
$26K 0.01%
1,567
254
$26K 0.01%
317
+3
255
$25K 0.01%
881
+3
256
$25K 0.01%
436
+4
257
$24K 0.01%
697
258
$24K 0.01%
343
259
$23K 0.01%
247
-279
260
$23K 0.01%
+133
261
$23K 0.01%
965
262
$23K 0.01%
410
263
$22K 0.01%
400
264
$21K 0.01%
2,162
-41,026
265
$20K ﹤0.01%
440
+2
266
$20K ﹤0.01%
301
+1
267
$20K ﹤0.01%
100
268
$20K ﹤0.01%
105
269
$19K ﹤0.01%
252
-310
270
$19K ﹤0.01%
275
271
$19K ﹤0.01%
329
-2,045
272
$19K ﹤0.01%
198
-344
273
$19K ﹤0.01%
500
274
$18K ﹤0.01%
+105
275
$18K ﹤0.01%
135
9 10
11
12 13