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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.83M
3
+$4.59M
4
A icon
Agilent Technologies
A
+$4.18M
5
AMZN icon
Amazon
AMZN
+$2.37M

Top Sells

1
+$5.57M
2
+$2.09M
3
+$985K
4
PFE icon
Pfizer
PFE
+$890K
5
VZ icon
Verizon
VZ
+$761K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
91
-9
427
$12K ﹤0.01%
78
428
$12K ﹤0.01%
3,975
429
$12K ﹤0.01%
453
430
$12K ﹤0.01%
200
431
$11K ﹤0.01%
25
432
$11K ﹤0.01%
147
-119
433
$11K ﹤0.01%
72
434
$11K ﹤0.01%
350
435
$11K ﹤0.01%
931
436
$11K ﹤0.01%
480
+2
437
$11K ﹤0.01%
125
438
$10K ﹤0.01%
100
-20
439
$10K ﹤0.01%
200
440
$10K ﹤0.01%
129
-1,325
441
$10K ﹤0.01%
80
442
$10K ﹤0.01%
153
-88
443
$10K ﹤0.01%
498
+3
444
$10K ﹤0.01%
750
445
$10K ﹤0.01%
200
446
$10K ﹤0.01%
62
447
$10K ﹤0.01%
400
-400
448
$10K ﹤0.01%
204
+2
449
$10K ﹤0.01%
104
450
$10K ﹤0.01%
200
16 17
18
19 20