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

Top Buys

1
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
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%
+400
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%
+727
315
$9K ﹤0.01%
+190
316
$9K ﹤0.01%
+66
317
$9K ﹤0.01%
+500
318
$8K ﹤0.01%
+304
319
$8K ﹤0.01%
+300
320
$8K ﹤0.01%
+119
321
$8K ﹤0.01%
+210
322
$7K ﹤0.01%
+79
323
$7K ﹤0.01%
+248
324
$7K ﹤0.01%
+142
325
$7K ﹤0.01%
+396
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