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
426
$10K ﹤0.01%
68
+1
427
$10K ﹤0.01%
+532
428
$10K ﹤0.01%
+202
429
$10K ﹤0.01%
36
430
$10K ﹤0.01%
350
431
$10K ﹤0.01%
+315
432
$10K ﹤0.01%
+78
433
$10K ﹤0.01%
+750
434
$10K ﹤0.01%
+200
435
$9K ﹤0.01%
+349
436
$9K ﹤0.01%
665
+464
437
$9K ﹤0.01%
426
+232
438
$9K ﹤0.01%
+200
439
$9K ﹤0.01%
200
+100
440
$9K ﹤0.01%
+104
441
$9K ﹤0.01%
200
-72,347
442
$9K ﹤0.01%
717
+12
443
$9K ﹤0.01%
+495
444
$9K ﹤0.01%
+478
445
$9K ﹤0.01%
200
446
$9K ﹤0.01%
+55
447
$9K ﹤0.01%
125
-56,648
448
$9K ﹤0.01%
+72
449
$9K ﹤0.01%
+90
450
$8K ﹤0.01%
+62
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