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
376
– –
-509
377
– –
-1,881
378
– –
-156
379
– –
-2,340
380
$0 ﹤0.01%
1
381
– –
-6
12 13 14 15
16