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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.64M
3
+$4.11M
4
ETN icon
Eaton
ETN
+$3.19M
5
GRMN icon
Garmin
GRMN
+$3.12M

Top Sells

1
+$6.75M
2
+$6.3M
3
+$5.83M
4
T icon
AT&T
T
+$3.98M
5
SO icon
Southern Company
SO
+$3.61M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-67
352
$0 ﹤0.01%
1
-696
353
– –
-219
354
– –
-3
355
– –
-129
356
– –
-396
357
– –
-133
358
– –
-517
359
– –
-5,121
360
– –
-3
361
– –
-287
362
– –
-900
363
– –
-105
364
– –
-105
365
– –
-4,967
366
– –
-195
367
– –
-410
368
– –
-2
369
– –
-1,504
370
$0 ﹤0.01%
1
371
– –
-440
372
– –
-300
373
– –
-100
374
$0 ﹤0.01%
13
-487
375
– –
-153
12 13 14
15
16