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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.44M 1.3%
35,801
+1,606
27
$5.13M 1.23%
50,642
+3,357
28
$5.06M 1.21%
39,480
-523
29
$4.63M 1.11%
89,240
-5,360
30
$4.32M 1.03%
47,295
-2,317
31
$4.24M 1.02%
80,615
+7,302
32
$4.13M 0.99%
66,229
+3,364
33
$4.1M 0.98%
+56,586
34
$4.1M 0.98%
58,864
+4,018
35
$3.87M 0.93%
125,514
+12,390
36
$3.86M 0.93%
44,046
+4,044
37
$3.85M 0.92%
58,895
+5,582
38
$3.78M 0.9%
65,238
+5,806
39
$3.76M 0.9%
93,847
-2,508
40
$3.68M 0.88%
49,492
+5,044
41
$3.57M 0.85%
52,927
+32,534
42
$3.43M 0.82%
+27,237
43
$3.35M 0.8%
124,319
+14,039
44
$3.08M 0.74%
22,761
-14,683
45
$3.06M 0.73%
+64,728
46
$2.95M 0.71%
17,294
+1,749
47
$2.91M 0.7%
45,631
-1,169
48
$2.36M 0.57%
25,861
-540
49
$2.31M 0.55%
23,253
-518
50
$2.28M 0.55%
6,738
-1,746
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