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

Top Buys

1
+$9.03M
2
+$4.68M
3
+$4.57M
4
GRMN icon
Garmin
GRMN
+$4.54M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.22M

Top Sells

1
+$6.97M
2
+$6.12M
3
+$4.46M
4
CSCO icon
Cisco
CSCO
+$4.33M
5
PPL icon
PPL Corp
PPL
+$3.93M

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%
67
302
$9K ﹤0.01%
692
303
$9K ﹤0.01%
300
304
$9K ﹤0.01%
396
305
$9K ﹤0.01%
200
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%
510
+2
315
$7K ﹤0.01%
+150
316
$7K ﹤0.01%
74
317
$7K ﹤0.01%
+400
318
$7K ﹤0.01%
231
319
$6K ﹤0.01%
1,200
320
$6K ﹤0.01%
71
-230
321
$6K ﹤0.01%
67
-535
322
$6K ﹤0.01%
+100
323
$5K ﹤0.01%
289
+6
324
$5K ﹤0.01%
60
325
$5K ﹤0.01%
94
11 12
13
14 15