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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
75
352
$2K ﹤0.01%
+22
353
$2K ﹤0.01%
+27
354
$1K ﹤0.01%
17
355
$1K ﹤0.01%
+40
356
$1K ﹤0.01%
25
-30
357
$1K ﹤0.01%
+400
358
$1K ﹤0.01%
12
-1
359
$1K ﹤0.01%
100
360
$1K ﹤0.01%
5
361
$1K ﹤0.01%
+17
362
– –
-300
363
– –
-11,788
364
– –
-200
365
– –
-620
366
– –
-1,269
367
– –
-2,473
368
– –
-692
369
$0 ﹤0.01%
1
370
– –
-53
371
– –
-960
372
$0 ﹤0.01%
22
-15
373
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-31
374
– –
-284
375
– –
-200
13 14
15
16 17