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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$29K 0.01%
448
-66,037
302
$29K 0.01%
710
-91,897
303
$29K 0.01%
1,139
+1,029
304
$28K 0.01%
869
+167
305
$28K 0.01%
3,000
306
$28K 0.01%
500
307
$27K 0.01%
+654
308
$27K 0.01%
+327
309
$27K 0.01%
582
+4
310
$27K 0.01%
+704
311
$27K 0.01%
+542
312
$27K 0.01%
+1,130
313
$27K 0.01%
544
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314
$26K 0.01%
+1,736
315
$26K 0.01%
+925
316
$26K 0.01%
+171
317
$26K 0.01%
543
+477
318
$25K 0.01%
+2,237
319
$25K 0.01%
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320
$25K 0.01%
463
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321
$25K 0.01%
+1,510
322
$25K 0.01%
441
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323
$25K 0.01%
+393
324
$24K 0.01%
+2,378
325
$24K 0.01%
604
+302
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