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

Top Buys

1
+$9.03M
2
+$4.68M
3
+$4.57M
4
GRMN icon
Garmin
GRMN
+$4.54M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.22M

Top Sells

1
+$6.97M
2
+$6.12M
3
+$4.46M
4
CSCO icon
Cisco
CSCO
+$4.33M
5
PPL icon
PPL Corp
PPL
+$3.93M

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
376
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-9,163
377
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-940
378
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380
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-1,135
381
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-3,420
382
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-500
383
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384
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385
$0 ﹤0.01%
+1
386
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387
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388
$0 ﹤0.01%
1
389
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-896
390
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-1,000
391
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-4,000
392
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-4,665
393
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394
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-1,448
395
$0 ﹤0.01%
+6
396
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-432
397
– –
-977
398
$0 ﹤0.01%
+2
399
– –
-481
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