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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
231
302
$6K ﹤0.01%
100
303
$6K ﹤0.01%
283
-6
304
$6K ﹤0.01%
72
+1
305
$6K ﹤0.01%
68
+1
306
$5K ﹤0.01%
1,200
307
$5K ﹤0.01%
60
308
$5K ﹤0.01%
95
+1
309
$5K ﹤0.01%
500
310
$5K ﹤0.01%
90
-176
311
$5K ﹤0.01%
500
312
$4K ﹤0.01%
201
+4
313
$4K ﹤0.01%
43
314
$4K ﹤0.01%
216
315
$4K ﹤0.01%
34
316
$4K ﹤0.01%
63
-280
317
$4K ﹤0.01%
272
318
$4K ﹤0.01%
75
319
$4K ﹤0.01%
66
320
$4K ﹤0.01%
289
321
$4K ﹤0.01%
110
322
$4K ﹤0.01%
100
-42
323
$3K ﹤0.01%
110
+1
324
$3K ﹤0.01%
250
325
$3K ﹤0.01%
93
11 12
13
14 15