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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.39M
3
+$4.14M
4
GLD icon
SPDR Gold Trust
GLD
+$3.44M
5
NTR icon
Nutrien
NTR
+$3.24M

Top Sells

1
+$8.74M
2
+$4.22M
3
+$3.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.26M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
+692
302
$9K ﹤0.01%
+508
303
$9K ﹤0.01%
+701
304
$9K ﹤0.01%
+212
305
$9K ﹤0.01%
+74
306
$9K ﹤0.01%
+130
307
$8K ﹤0.01%
+396
308
$8K ﹤0.01%
+200
309
$8K ﹤0.01%
+190
310
$7K ﹤0.01%
+231
311
$7K ﹤0.01%
+121
312
$7K ﹤0.01%
+1,200
313
$7K ﹤0.01%
+187
314
$6K ﹤0.01%
+200
315
$6K ﹤0.01%
+125
316
$6K ﹤0.01%
+60
317
$6K ﹤0.01%
+500
318
$6K ﹤0.01%
186
-131,298
319
$5K ﹤0.01%
+283
320
$5K ﹤0.01%
+94
321
$5K ﹤0.01%
+500
322
$5K ﹤0.01%
+400
323
$5K ﹤0.01%
+200
324
$4K ﹤0.01%
+50
325
$4K ﹤0.01%
+66
11 12
13
14 15