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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
500
327
$5K ﹤0.01%
142
-45
328
$4K ﹤0.01%
197
+3
329
$4K ﹤0.01%
+250
330
$4K ﹤0.01%
93
-806
331
$4K ﹤0.01%
216
-2,955
332
$4K ﹤0.01%
272
-768
333
$4K ﹤0.01%
+75
334
$4K ﹤0.01%
66
335
$4K ﹤0.01%
195
336
$4K ﹤0.01%
+500
337
$3K ﹤0.01%
67
-568
338
$3K ﹤0.01%
+109
339
$3K ﹤0.01%
43
-7
340
$3K ﹤0.01%
34
+1
341
$3K ﹤0.01%
150
342
$3K ﹤0.01%
79
+1
343
$3K ﹤0.01%
22
344
$3K ﹤0.01%
+289
345
$3K ﹤0.01%
110
346
$2K ﹤0.01%
65
347
$2K ﹤0.01%
250
348
$2K ﹤0.01%
150
-250
349
$2K ﹤0.01%
+100
350
$2K ﹤0.01%
25
12 13
14
15 16