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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
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%
+209
352
$20K 0.01%
+134
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%
+400
360
$18K ﹤0.01%
+195
361
$18K ﹤0.01%
+978
362
$18K ﹤0.01%
324
+1
363
$18K ﹤0.01%
135
364
$18K ﹤0.01%
647
+139
365
$18K ﹤0.01%
+400
366
$18K ﹤0.01%
845
+785
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%
+450
375
$17K ﹤0.01%
+594
13 14
15
16 17