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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K ﹤0.01%
+713
277
$17K ﹤0.01%
+940
278
$16K ﹤0.01%
+392
279
$16K ﹤0.01%
+4,000
280
$16K ﹤0.01%
+275
281
$15K ﹤0.01%
+300
282
$14K ﹤0.01%
+1,040
283
$14K ﹤0.01%
+155
284
$13K ﹤0.01%
+200
285
$13K ﹤0.01%
+10
286
$12K ﹤0.01%
+217
287
$12K ﹤0.01%
+991
288
$11K ﹤0.01%
+245
289
$11K ﹤0.01%
+342
290
$11K ﹤0.01%
+510
291
$11K ﹤0.01%
+152
292
$10K ﹤0.01%
+500
293
$10K ﹤0.01%
+36
294
$10K ﹤0.01%
+300
295
$10K ﹤0.01%
+80
296
$10K ﹤0.01%
+102
297
$10K ﹤0.01%
+248
298
$10K ﹤0.01%
+623
299
$9K ﹤0.01%
+67
300
$9K ﹤0.01%
+311
10 11
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