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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K ﹤0.01%
254
-2,798
277
$17K ﹤0.01%
129
-1,590
278
$17K ﹤0.01%
243
-2,069
279
$17K ﹤0.01%
156
+1
280
$17K ﹤0.01%
+500
281
$16K ﹤0.01%
+232
282
$15K ﹤0.01%
111
-2,732
283
$14K ﹤0.01%
+507
284
$14K ﹤0.01%
266
-252
285
$13K ﹤0.01%
10
286
$13K ﹤0.01%
+200
287
$13K ﹤0.01%
219
+2
288
$13K ﹤0.01%
200
289
$12K ﹤0.01%
514
+4
290
$12K ﹤0.01%
153
+1
291
$11K ﹤0.01%
246
+1
292
$11K ﹤0.01%
200
293
$11K ﹤0.01%
36
294
$11K ﹤0.01%
350
+8
295
$11K ﹤0.01%
773
+150
296
$10K ﹤0.01%
314
+3
297
$10K ﹤0.01%
509
-2,385
298
$10K ﹤0.01%
102
299
$10K ﹤0.01%
248
300
$10K ﹤0.01%
130
10 11
12
13 14