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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.38M
3
+$4.81M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.48M
5
MXIM
Maxim Integrated Products
MXIM
+$4.21M

Top Sells

1
+$14.8M
2
+$5.07M
3
+$4.68M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.56M
5
ITW icon
Illinois Tool Works
ITW
+$4.24M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.13%
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%
+200
454
$8K ﹤0.01%
+49
455
$8K ﹤0.01%
+100
456
$8K ﹤0.01%
80
457
$8K ﹤0.01%
185
+173
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%
+1,544
463
$7K ﹤0.01%
+1,777
464
$7K ﹤0.01%
+51
465
$7K ﹤0.01%
102
466
$7K ﹤0.01%
+162
467
$6K ﹤0.01%
+135
468
$6K ﹤0.01%
272
+72
469
$6K ﹤0.01%
+205
470
$6K ﹤0.01%
+568
471
$6K ﹤0.01%
+289
472
$6K ﹤0.01%
+100
473
$6K ﹤0.01%
+500
474
$6K ﹤0.01%
+3,975
475
$6K ﹤0.01%
+270
17 18
19
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