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

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
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%
+142
327
$7K ﹤0.01%
+396
328
$7K ﹤0.01%
+79
329
$6K ﹤0.01%
+200
330
$6K ﹤0.01%
+231
331
$6K ﹤0.01%
+36
332
$6K ﹤0.01%
+500
333
$5K ﹤0.01%
+125
334
$5K ﹤0.01%
+60
335
$5K ﹤0.01%
+92
336
$5K ﹤0.01%
+75
337
$4K ﹤0.01%
+55
338
$4K ﹤0.01%
+66
339
$4K ﹤0.01%
+195
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%
+200
346
$2K ﹤0.01%
+48
347
$2K ﹤0.01%
+62
348
$2K ﹤0.01%
+22
349
$2K ﹤0.01%
+122
350
$1K ﹤0.01%
+17
11 12 13
14
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