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
376
$17K ﹤0.01%
+470
377
$17K ﹤0.01%
+688
378
$16K ﹤0.01%
+566
379
$16K ﹤0.01%
+150
380
$16K ﹤0.01%
+1,500
381
$16K ﹤0.01%
558
+10
382
$15K ﹤0.01%
+148
383
$15K ﹤0.01%
+650
384
$15K ﹤0.01%
+424
385
$15K ﹤0.01%
275
386
$15K ﹤0.01%
241
-35,661
387
$15K ﹤0.01%
+500
388
$15K ﹤0.01%
378
+130
389
$15K ﹤0.01%
+143
390
$14K ﹤0.01%
529
+12
391
$14K ﹤0.01%
240
-346
392
$14K ﹤0.01%
+1,000
393
$14K ﹤0.01%
931
+648
394
$14K ﹤0.01%
133
395
$14K ﹤0.01%
+1,265
396
$14K ﹤0.01%
246
+2
397
$14K ﹤0.01%
78
+30
398
$13K ﹤0.01%
+400
399
$13K ﹤0.01%
+344
400
$13K ﹤0.01%
+336
14 15
16
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