BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.17%
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
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

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%
28
327
$3K ﹤0.01%
646
328
$3K ﹤0.01%
110
+1
329
$3K ﹤0.01%
250
330
$2K ﹤0.01%
65
331
$2K ﹤0.01%
250
332
$2K ﹤0.01%
25
333
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150
334
$2K ﹤0.01%
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$2K ﹤0.01%
25
336
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100
337
$2K ﹤0.01%
5
+1
338
$2K ﹤0.01%
104
+42
339
$1K ﹤0.01%
60
+2
340
$1K ﹤0.01%
18
341
$1K ﹤0.01%
17
342
$1K ﹤0.01%
+30
343
$1K ﹤0.01%
22
344
$1K ﹤0.01%
91
345
$1K ﹤0.01%
12
346
$1K ﹤0.01%
5
347
$1K ﹤0.01%
158
348
– –
-536
349
– –
-200
350
– –
-195
12 13
14
15 16