BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+0.76%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$332M
AUM Growth
-$2.96M
(-0.88%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
37.63%
Holding
402
New
20
Increased
113
Reduced
112
Closed
34
Top Buys
| 1 |
Lockheed Martin
LMT
|
$3.59M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
$1.86M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.6M |
| 4 |
PPL Corp
PPL
|
$1.49M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.47M |
Top Sells
| 1 |
Amgen
AMGN
|
$4.32M |
| 2 |
Pinnacle West Capital
PNW
|
$1.86M |
| 3 |
GE Aerospace
GE
|
$1.67M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.47M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.41M |
Sector Composition
| 1 | Communication Services | 15.56% |
| 2 | Healthcare | 14.15% |
| 3 | Consumer Staples | 12.23% |
| 4 | Technology | 10.7% |
| 5 | Utilities | 9.3% |
