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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.97M 1.21%
72,946
+20,019
27
$4.91M 1.2%
36,794
-2,576
28
$4.87M 1.18%
+75,272
29
$4.73M 1.15%
118,158
+24,311
30
$4.69M 1.14%
49,264
+5,218
31
$4.69M 1.14%
140,196
+14,682
32
$4.61M 1.12%
+75,629
33
$4.58M 1.12%
65,990
+7,095
34
$4.57M 1.11%
+41,602
35
$4.56M 1.11%
34,427
+23,256
36
$4.54M 1.1%
45,069
-15,843
37
$4.51M 1.1%
77,928
+34,445
38
$4.51M 1.1%
+26,208
39
$4.34M 1.06%
64,768
+5,904
40
$4.21M 1.02%
20,127
+17,801
41
$4.04M 0.98%
51,197
+43,347
42
$4.04M 0.98%
56,325
+6,833
43
$3.94M 0.96%
17,879
+9,638
44
$3.83M 0.93%
27,641
+21,089
45
$3.72M 0.9%
31,317
+4,080
46
$3.64M 0.89%
+59,652
47
$3.5M 0.85%
15,405
+13,364
48
$3.3M 0.8%
30,312
-29,271
49
$3.17M 0.77%
9,461
-17,800
50
$2.96M 0.72%
30,059
-17,236
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