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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.64M
3
+$4.11M
4
ETN icon
Eaton
ETN
+$3.19M
5
GRMN icon
Garmin
GRMN
+$3.12M

Top Sells

1
+$6.75M
2
+$6.3M
3
+$5.83M
4
T icon
AT&T
T
+$3.98M
5
SO icon
Southern Company
SO
+$3.61M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
247
+1
277
$12K ﹤0.01%
130
278
$11K ﹤0.01%
67
279
$11K ﹤0.01%
350
280
$11K ﹤0.01%
773
281
$10K ﹤0.01%
705
+2
282
$10K ﹤0.01%
317
+3
283
$10K ﹤0.01%
80
284
$9K ﹤0.01%
248
285
$9K ﹤0.01%
400
286
$9K ﹤0.01%
692
287
$9K ﹤0.01%
157
-542
288
$9K ﹤0.01%
102
289
$9K ﹤0.01%
500
290
$9K ﹤0.01%
48
-151
291
$8K ﹤0.01%
124
+2
292
$8K ﹤0.01%
213
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$8K ﹤0.01%
190
294
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200
295
$8K ﹤0.01%
514
+4
296
$7K ﹤0.01%
194
-844
297
$7K ﹤0.01%
152
+2
298
$6K ﹤0.01%
72
+1
299
$6K ﹤0.01%
68
+1
300
$6K ﹤0.01%
74
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