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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 1.15%
92,580
-3,620
27
$4.28M 1.14%
47,775
+3,227
28
$4.23M 1.13%
30,044
+2,357
29
$4M 1.07%
49,676
+6,353
30
$3.89M 1.04%
+111,297
31
$3.82M 1.02%
13,761
-3,034
32
$3.78M 1.01%
44,422
-1,276
33
$3.61M 0.96%
48,299
-40,502
34
$3.26M 0.87%
59,321
+37,230
35
$3.21M 0.86%
13,279
+1,986
36
$3.19M 0.85%
54,651
-6,147
37
$2.81M 0.75%
40,832
-20,297
38
$2.49M 0.66%
27,979
-51
39
$2.48M 0.66%
19,168
-6,874
40
$2.43M 0.65%
26,204
+466
41
$2.37M 0.63%
85,500
+10,446
42
$2.37M 0.63%
30,658
+3,980
43
$2.35M 0.63%
44,160
+5,518
44
$2.29M 0.61%
33,648
+4,179
45
$2.24M 0.6%
40,872
+5,054
46
$2.21M 0.59%
+42,516
47
$2.19M 0.59%
25,164
+384
48
$2.19M 0.58%
80,286
+10,768
49
$2.17M 0.58%
12,493
+223
50
$1.92M 0.51%
29,441
+2,909
1
2
3 4 5