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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K 0.01%
3,200
277
$37K 0.01%
+548
278
$37K 0.01%
+500
279
$36K 0.01%
+928
280
$36K 0.01%
1,517
+83
281
$36K 0.01%
2,366
+2,262
282
$36K 0.01%
627
-118
283
$36K 0.01%
+560
284
$35K 0.01%
+754
285
$35K 0.01%
+619
286
$35K 0.01%
1,348
+245
287
$34K 0.01%
630
+587
288
$34K 0.01%
+882
289
$33K 0.01%
+1,200
290
$33K 0.01%
+911
291
$32K 0.01%
786
292
$32K 0.01%
600
293
$32K 0.01%
301
-30,310
294
$31K 0.01%
+367
295
$31K 0.01%
+845
296
$31K 0.01%
+3,700
297
$31K 0.01%
+955
298
$30K 0.01%
+2,094
299
$29K 0.01%
+863
300
$29K 0.01%
+1,250
10 11
12
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