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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
+200
327
$7K ﹤0.01%
+283
328
$7K ﹤0.01%
+172
329
$6K ﹤0.01%
+200
330
$6K ﹤0.01%
+231
331
$6K ﹤0.01%
+36
332
$6K ﹤0.01%
+500
333
$5K ﹤0.01%
+92
334
$5K ﹤0.01%
+75
335
$5K ﹤0.01%
+125
336
$5K ﹤0.01%
+60
337
$4K ﹤0.01%
+195
338
$4K ﹤0.01%
+55
339
$4K ﹤0.01%
+66
340
$3K ﹤0.01%
+109
341
$3K ﹤0.01%
+50
342
$3K ﹤0.01%
+693
343
$3K ﹤0.01%
+28
344
$3K ﹤0.01%
+163
345
$2K ﹤0.01%
+62
346
$2K ﹤0.01%
+22
347
$2K ﹤0.01%
+122
348
$2K ﹤0.01%
+200
349
$2K ﹤0.01%
+48
350
$1K ﹤0.01%
+25
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