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

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
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%
+1,549
252
$45K 0.01%
357
-32,219
253
$45K 0.01%
1,653
+21
254
$45K 0.01%
372
+42
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%
+494
261
$41K 0.01%
+2,550
262
$40K 0.01%
2,302
263
$40K 0.01%
5,828
264
$39K 0.01%
268
265
$39K 0.01%
2,365
266
$39K 0.01%
+4,550
267
$39K 0.01%
+1,306
268
$39K 0.01%
+638
269
$39K 0.01%
+208
270
$39K 0.01%
2,417
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