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
451
$8K ﹤0.01%
+250
452
$8K ﹤0.01%
+270
453
$8K ﹤0.01%
80
454
$8K ﹤0.01%
183
+171
455
$8K ﹤0.01%
+200
456
$8K ﹤0.01%
+49
457
$8K ﹤0.01%
+100
458
$7K ﹤0.01%
98
+1
459
$7K ﹤0.01%
+307
460
$7K ﹤0.01%
25
+20
461
$7K ﹤0.01%
692
462
$7K ﹤0.01%
+162
463
$7K ﹤0.01%
+1,544
464
$7K ﹤0.01%
+1,777
465
$7K ﹤0.01%
+51
466
$7K ﹤0.01%
102
467
$6K ﹤0.01%
+621
468
$6K ﹤0.01%
+205
469
$6K ﹤0.01%
+568
470
$6K ﹤0.01%
84
+10
471
$6K ﹤0.01%
272
+72
472
$6K ﹤0.01%
+82
473
$6K ﹤0.01%
+300
474
$6K ﹤0.01%
+135
475
$6K ﹤0.01%
+289
17 18
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