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

Top Buys

1
+$8.41M
2
+$5.38M
3
+$4.81M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.48M
5
MXIM
Maxim Integrated Products
MXIM
+$4.21M

Top Sells

1
+$14.8M
2
+$5.07M
3
+$4.68M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.56M
5
ITW icon
Illinois Tool Works
ITW
+$4.24M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.13%
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%
1,590
327
$24K 0.01%
604
+302
328
$24K 0.01%
+156
329
$23K 0.01%
+703
330
$23K 0.01%
+1,282
331
$23K 0.01%
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332
$23K 0.01%
+134
333
$23K 0.01%
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334
$23K 0.01%
+393
335
$23K 0.01%
3,060
+360
336
$22K 0.01%
+506
337
$22K 0.01%
+462
338
$22K 0.01%
425
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339
$22K 0.01%
442
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340
$22K 0.01%
285
-355
341
$21K 0.01%
384
+1
342
$21K 0.01%
800
+400
343
$21K 0.01%
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344
$21K 0.01%
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345
$20K 0.01%
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346
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347
$20K 0.01%
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348
$20K 0.01%
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349
$20K 0.01%
310
350
$20K 0.01%
+105
12 13
14
15 16