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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.64M
3
+$4.11M
4
ETN icon
Eaton
ETN
+$3.19M
5
GRMN icon
Garmin
GRMN
+$3.12M

Top Sells

1
+$6.75M
2
+$6.3M
3
+$5.83M
4
T icon
AT&T
T
+$3.98M
5
SO icon
Southern Company
SO
+$3.61M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
93
327
$3K ﹤0.01%
28
328
$3K ﹤0.01%
646
329
$3K ﹤0.01%
79
330
$2K ﹤0.01%
5
+1
331
$2K ﹤0.01%
104
+42
332
$2K ﹤0.01%
100
333
$2K ﹤0.01%
65
334
$2K ﹤0.01%
250
335
$2K ﹤0.01%
25
336
$2K ﹤0.01%
150
337
$2K ﹤0.01%
150
338
$2K ﹤0.01%
25
339
$1K ﹤0.01%
17
340
$1K ﹤0.01%
+30
341
$1K ﹤0.01%
22
342
$1K ﹤0.01%
91
343
$1K ﹤0.01%
12
344
$1K ﹤0.01%
5
345
$1K ﹤0.01%
158
346
$1K ﹤0.01%
60
+2
347
$1K ﹤0.01%
18
348
– –
-536
349
– –
-200
350
$0 ﹤0.01%
1
-1,016
12 13
14
15 16