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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
160
327
$8K ﹤0.01%
102
+1
328
$7K ﹤0.01%
500
329
$7K ﹤0.01%
283
-1,785
330
$7K ﹤0.01%
209
331
$7K ﹤0.01%
200
332
$6K ﹤0.01%
231
333
$6K ﹤0.01%
79
334
$6K ﹤0.01%
500
335
$6K ﹤0.01%
140
-7,295
336
$6K ﹤0.01%
396
337
$5K ﹤0.01%
110
338
$5K ﹤0.01%
90
-271
339
$5K ﹤0.01%
75
340
$4K ﹤0.01%
125
341
$4K ﹤0.01%
60
342
$4K ﹤0.01%
66
343
$3K ﹤0.01%
107
-623
344
$3K ﹤0.01%
693
345
$3K ﹤0.01%
160
-315
346
$3K ﹤0.01%
+195
347
$2K ﹤0.01%
200
348
$2K ﹤0.01%
56
349
$2K ﹤0.01%
48
350
$2K ﹤0.01%
62
-315
12 13
14
15 16