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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
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 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K 0.01%
1,075
277
$19K 0.01%
625
278
$18K 0.01%
651
279
$18K 0.01%
230
-220
280
$18K 0.01%
386
281
$18K 0.01%
4,000
282
$18K 0.01%
300
283
$18K 0.01%
713
284
$17K 0.01%
1,400
285
$17K 0.01%
6,480
286
$17K 0.01%
249
+1
287
$16K ﹤0.01%
148
288
$16K ﹤0.01%
450
289
$16K ﹤0.01%
620
290
$15K ﹤0.01%
127
291
$15K ﹤0.01%
326
+3
292
$15K ﹤0.01%
200
293
$15K ﹤0.01%
623
294
$14K ﹤0.01%
1,000
295
$14K ﹤0.01%
+381
296
$13K ﹤0.01%
667
297
$13K ﹤0.01%
105
298
$13K ﹤0.01%
71
299
$13K ﹤0.01%
969
300
$12K ﹤0.01%
10
10 11
12
13 14