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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.71M 1.31%
75,868
+9,878
27
$5.68M 1.3%
55,432
+13,830
28
$5.62M 1.29%
37,458
+3,031
29
$5.56M 1.28%
74,186
+4,154
30
$5.44M 1.25%
56,773
+7,509
31
$5.32M 1.22%
22,630
+2,503
32
$5.3M 1.22%
30,611
+4,403
33
$5.21M 1.2%
66,485
+10,160
34
$5.17M 1.19%
73,614
+668
35
$4.9M 1.12%
72,009
+7,241
36
$4.72M 1.08%
92,607
+91,397
37
$4.65M 1.07%
20,721
+2,842
38
$4.6M 1.06%
32,576
+4,935
39
$4.54M 1.04%
58,885
+7,688
40
$4.44M 1.02%
18,437
+3,032
41
$4.31M 0.99%
72,547
+12,895
42
$4.15M 0.95%
47,412
+2,343
43
$3.96M 0.91%
27,364
-9,430
44
$3.85M 0.88%
46,256
+34,547
45
$3.77M 0.86%
84,354
-33,804
46
$3.6M 0.83%
82,657
-78,294
47
$3.42M 0.79%
39,455
+39,049
48
$3.38M 0.77%
9,077
-384
49
$3.31M 0.76%
23,941
+3
50
$3.31M 0.76%
57,306
+13,016
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