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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
396
302
$9K ﹤0.01%
200
303
$9K ﹤0.01%
67
304
$9K ﹤0.01%
692
305
$9K ﹤0.01%
300
306
$9K ﹤0.01%
703
+2
307
$9K ﹤0.01%
+500
308
$8K ﹤0.01%
122
+1
309
$8K ﹤0.01%
213
+1
310
$8K ﹤0.01%
80
311
$8K ﹤0.01%
+517
312
$8K ﹤0.01%
190
313
$8K ﹤0.01%
+500
314
$7K ﹤0.01%
74
315
$7K ﹤0.01%
+400
316
$7K ﹤0.01%
231
317
$7K ﹤0.01%
510
+2
318
$7K ﹤0.01%
+150
319
$6K ﹤0.01%
+100
320
$6K ﹤0.01%
1,200
321
$6K ﹤0.01%
71
-230
322
$6K ﹤0.01%
67
-535
323
$5K ﹤0.01%
289
+6
324
$5K ﹤0.01%
60
325
$5K ﹤0.01%
94
11 12
13
14 15