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

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

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%
+130
306
$9K ﹤0.01%
+74
307
$8K ﹤0.01%
+190
308
$8K ﹤0.01%
+396
309
$8K ﹤0.01%
+200
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%
+400
320
$5K ﹤0.01%
+182
321
$5K ﹤0.01%
+283
322
$5K ﹤0.01%
+94
323
$5K ﹤0.01%
+500
324
$4K ﹤0.01%
+50
325
$4K ﹤0.01%
+66
11 12
13
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