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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K ﹤0.01%
+750
277
$17K ﹤0.01%
+382
278
$17K ﹤0.01%
+4,000
279
$17K ﹤0.01%
+400
280
$17K ﹤0.01%
+713
281
$17K ﹤0.01%
+105
282
$16K ﹤0.01%
+135
283
$15K ﹤0.01%
+335
284
$15K ﹤0.01%
+71
285
$15K ﹤0.01%
+270
286
$14K ﹤0.01%
+204
287
$14K ﹤0.01%
+1,000
288
$14K ﹤0.01%
+391
289
$14K ﹤0.01%
+176
290
$14K ﹤0.01%
+400
291
$14K ﹤0.01%
+276
292
$13K ﹤0.01%
+667
293
$13K ﹤0.01%
+200
294
$13K ﹤0.01%
+475
295
$13K ﹤0.01%
+266
296
$13K ﹤0.01%
+92
297
$13K ﹤0.01%
+10
298
$13K ﹤0.01%
+104
299
$13K ﹤0.01%
+620
300
$13K ﹤0.01%
+243
10 11
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