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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K ﹤0.01%
198
252
$21K ﹤0.01%
400
253
$20K ﹤0.01%
120
-5,903
254
$20K ﹤0.01%
243
-302
255
$20K ﹤0.01%
135
256
$19K ﹤0.01%
249
-167
257
$19K ﹤0.01%
275
258
$19K ﹤0.01%
256
+2
259
$19K ﹤0.01%
244
+1
260
$19K ﹤0.01%
548
-407
261
$18K ﹤0.01%
310
-420
262
$18K ﹤0.01%
500
263
$16K ﹤0.01%
517
+10
264
$16K ﹤0.01%
508
+8
265
$15K ﹤0.01%
233
+1
266
$15K ﹤0.01%
200
267
$14K ﹤0.01%
133
-276
268
$13K ﹤0.01%
200
269
$13K ﹤0.01%
36
270
$13K ﹤0.01%
517
+3
271
$13K ﹤0.01%
1,258
-904
272
$13K ﹤0.01%
215
-26,033
273
$13K ﹤0.01%
200
274
$13K ﹤0.01%
10
275
$13K ﹤0.01%
92
-19
9 10
11
12 13