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

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
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
301
$13K ﹤0.01%
+200
302
$13K ﹤0.01%
+623
303
$12K ﹤0.01%
+300
304
$12K ﹤0.01%
+240
305
$12K ﹤0.01%
+100
306
$11K ﹤0.01%
+991
307
$11K ﹤0.01%
+342
308
$10K ﹤0.01%
+500
309
$10K ﹤0.01%
+692
310
$10K ﹤0.01%
+918
311
$10K ﹤0.01%
+80
312
$10K ﹤0.01%
+102
313
$9K ﹤0.01%
+660
314
$9K ﹤0.01%
+66
315
$9K ﹤0.01%
+500
316
$9K ﹤0.01%
+190
317
$9K ﹤0.01%
+727
318
$8K ﹤0.01%
+304
319
$8K ﹤0.01%
+300
320
$8K ﹤0.01%
+119
321
$8K ﹤0.01%
+210
322
$7K ﹤0.01%
+283
323
$7K ﹤0.01%
+200
324
$7K ﹤0.01%
+248
325
$7K ﹤0.01%
+172
11 12
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