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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 1.17%
62,353
+587
27
$3.79M 1.14%
32,889
+2,428
28
$3.67M 1.1%
43,603
-10,251
29
$3.61M 1.09%
29,684
+3,210
30
$3.54M 1.07%
26,279
-609
31
$3.4M 1.02%
41,755
+17,472
32
$3.17M 0.95%
56,389
-902
33
$3.03M 0.91%
54,560
-5,216
34
$2.95M 0.89%
25,826
+2,357
35
$2.9M 0.87%
44,526
+1,282
36
$2.88M 0.87%
34,948
+684
37
$2.67M 0.8%
88,411
-410
38
$2.66M 0.8%
33,729
-9,428
39
$2.33M 0.7%
10,426
+656
40
$2.32M 0.7%
27,151
-2,463
41
$2.19M 0.66%
76,186
-4,166
42
$2.16M 0.65%
24,896
-2,094
43
$2M 0.6%
36,773
+2,278
44
$1.88M 0.57%
24,224
-6,735
45
$1.86M 0.56%
+40,837
46
$1.82M 0.55%
24,923
+4,505
47
$1.73M 0.52%
27,735
+2,629
48
$1.71M 0.52%
25,283
-1,100
49
$1.62M 0.49%
33,565
+33,010
50
$1.57M 0.47%
10,494
+2,852
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