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
401
$13K ﹤0.01%
+489
402
$13K ﹤0.01%
+346
403
$13K ﹤0.01%
286
+191
404
$13K ﹤0.01%
10
405
$12K ﹤0.01%
287
+40
406
$12K ﹤0.01%
+120
407
$12K ﹤0.01%
372
+55
408
$12K ﹤0.01%
+3,166
409
$12K ﹤0.01%
+258
410
$12K ﹤0.01%
1,270
+12
411
$12K ﹤0.01%
+453
412
$12K ﹤0.01%
+114
413
$12K ﹤0.01%
+518
414
$12K ﹤0.01%
+210
415
$12K ﹤0.01%
+447
416
$12K ﹤0.01%
+500
417
$11K ﹤0.01%
68
-18,369
418
$11K ﹤0.01%
+170
419
$11K ﹤0.01%
+315
420
$11K ﹤0.01%
+100
421
$11K ﹤0.01%
+100
422
$11K ﹤0.01%
+162
423
$11K ﹤0.01%
200
424
$11K ﹤0.01%
+729
425
$10K ﹤0.01%
+168
15 16
17
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