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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.83M
3
+$4.59M
4
A icon
Agilent Technologies
A
+$4.18M
5
AMZN icon
Amazon
AMZN
+$2.37M

Top Sells

1
+$5.57M
2
+$2.09M
3
+$985K
4
PFE icon
Pfizer
PFE
+$890K
5
VZ icon
Verizon
VZ
+$761K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$38K 0.01%
955
302
$38K 0.01%
754
303
$37K 0.01%
1,243
+1,170
304
$37K 0.01%
577
-53
305
$37K 0.01%
2,366
306
$37K 0.01%
393
307
$36K 0.01%
600
308
$36K 0.01%
792
+6
309
$36K 0.01%
605
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310
$36K 0.01%
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311
$35K 0.01%
+2,000
312
$35K 0.01%
869
313
$35K 0.01%
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314
$34K 0.01%
942
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315
$34K 0.01%
327
316
$33K 0.01%
855
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317
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1,250
318
$32K 0.01%
3,000
319
$32K 0.01%
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321
$31K 0.01%
180
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119
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323
$30K 0.01%
500
324
$30K 0.01%
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325
$30K 0.01%
500
-138
11 12
13
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