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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.38M
3
+$4.81M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.48M
5
MXIM
Maxim Integrated Products
MXIM
+$4.21M

Top Sells

1
+$14.8M
2
+$5.07M
3
+$4.68M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.56M
5
ITW icon
Illinois Tool Works
ITW
+$4.24M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.13%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$46K 0.01%
1,167
+1,150
252
$45K 0.01%
357
-32,219
253
$45K 0.01%
372
+42
254
$45K 0.01%
1,653
+21
255
$44K 0.01%
275
256
$44K 0.01%
459
+1
257
$43K 0.01%
660
258
$43K 0.01%
896
+817
259
$42K 0.01%
3,400
-647
260
$41K 0.01%
+2,550
261
$41K 0.01%
+494
262
$40K 0.01%
5,828
263
$40K 0.01%
2,302
264
$39K 0.01%
2,417
265
$39K 0.01%
268
266
$39K 0.01%
2,365
267
$39K 0.01%
+4,550
268
$39K 0.01%
+1,306
269
$39K 0.01%
+638
270
$39K 0.01%
+208
271
$38K 0.01%
2,785
272
$38K 0.01%
625
273
$38K 0.01%
+1,200
274
$37K 0.01%
1,190
+248
275
$37K 0.01%
+1,086
9 10
11
12 13