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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
150
-250
352
$2K ﹤0.01%
+100
353
$2K ﹤0.01%
25
354
$2K ﹤0.01%
28
355
$2K ﹤0.01%
100
356
$1K ﹤0.01%
17
357
$1K ﹤0.01%
22
358
$1K ﹤0.01%
+3
359
$1K ﹤0.01%
91
360
$1K ﹤0.01%
12
361
$1K ﹤0.01%
5
362
$1K ﹤0.01%
158
363
$1K ﹤0.01%
58
364
$1K ﹤0.01%
18
365
$1K ﹤0.01%
25
366
$1K ﹤0.01%
+4
367
– –
-2,343
368
– –
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369
– –
-991
370
– –
-124,319
371
$0 ﹤0.01%
1
372
– –
-896
373
– –
-1,000
374
– –
-4,000
375
– –
-940
12 13 14
15
16