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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
+195
327
$3K ﹤0.01%
+194
328
$3K ﹤0.01%
+33
329
$3K ﹤0.01%
+150
330
$3K ﹤0.01%
+28
331
$3K ﹤0.01%
+22
332
$3K ﹤0.01%
+635
333
$3K ﹤0.01%
+110
334
$3K ﹤0.01%
+78
335
$2K ﹤0.01%
+50
336
$2K ﹤0.01%
+65
337
$2K ﹤0.01%
+250
338
$2K ﹤0.01%
+25
339
$2K ﹤0.01%
+100
340
$1K ﹤0.01%
+17
341
$1K ﹤0.01%
+22
342
$1K ﹤0.01%
+25
343
$1K ﹤0.01%
+91
344
$1K ﹤0.01%
+12
345
$1K ﹤0.01%
+62
346
$1K ﹤0.01%
+5
347
$1K ﹤0.01%
+58
348
$1K ﹤0.01%
+18
349
$0 ﹤0.01%
+1
350
– –
-3,969
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