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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+32
352
$1K ﹤0.01%
+25
353
$1K ﹤0.01%
+12
354
$1K ﹤0.01%
+100
355
$1K ﹤0.01%
+5
356
$0 ﹤0.01%
+5
357
– –
-3,543
358
$0 ﹤0.01%
+2
359
– –
-2,798
360
$0 ﹤0.01%
+1
361
– –
0
362
– –
-43,249
363
$0 ﹤0.01%
+2
364
$0 ﹤0.01%
+6
11 12 13 14
15