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
351
$20K 0.01%
+1,410
352
$20K 0.01%
+370
353
$19K ﹤0.01%
251
+2
354
$19K ﹤0.01%
+412
355
$19K ﹤0.01%
218
-102
356
$19K ﹤0.01%
+200
357
$19K ﹤0.01%
260
+4
358
$19K ﹤0.01%
+140
359
$18K ﹤0.01%
845
+785
360
$18K ﹤0.01%
+400
361
$18K ﹤0.01%
+195
362
$18K ﹤0.01%
+400
363
$18K ﹤0.01%
+978
364
$18K ﹤0.01%
324
+1
365
$18K ﹤0.01%
135
366
$18K ﹤0.01%
647
+139
367
$18K ﹤0.01%
+400
368
$17K ﹤0.01%
+500
369
$17K ﹤0.01%
266
-58,619
370
$17K ﹤0.01%
+299
371
$17K ﹤0.01%
+1,623
372
$17K ﹤0.01%
+147
373
$17K ﹤0.01%
+332
374
$17K ﹤0.01%
+688
375
$17K ﹤0.01%
+450
13 14
15
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