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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.01%
+1,048
327
$24K 0.01%
1,590
328
$24K 0.01%
+156
329
$23K 0.01%
+703
330
$23K 0.01%
3,060
+360
331
$23K 0.01%
+1,282
332
$23K 0.01%
965
333
$23K 0.01%
+134
334
$23K 0.01%
+1,920
335
$23K 0.01%
+393
336
$22K 0.01%
+506
337
$22K 0.01%
+462
338
$22K 0.01%
425
+210
339
$22K 0.01%
442
+3
340
$22K 0.01%
285
-355
341
$21K 0.01%
384
+1
342
$21K 0.01%
800
+400
343
$21K 0.01%
+209
344
$21K 0.01%
+5,934
345
$20K 0.01%
413
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346
$20K 0.01%
310
347
$20K 0.01%
+105
348
$20K 0.01%
+1,410
349
$20K 0.01%
+370
350
$20K 0.01%
+223
12 13
14
15 16