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
$305M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.5M
3
+$2.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.55M

Top Sells

1
+$4.66M
2
+$4.57M
3
+$3.96M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.82M
5
MCD icon
McDonald's
MCD
+$1.86M

Sector Composition

1 Technology 13.84%
2 Healthcare 13.34%
3 Utilities 12.22%
4 Communication Services 12.22%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 1.28%
178,342
+4,315
27
$3.86M 1.27%
25,944
+13,336
28
$3.86M 1.27%
39,841
-3,727
29
$3.76M 1.23%
42,922
-2,177
30
$3.56M 1.17%
38,567
-1,270
31
$3.35M 1.1%
32,821
-2,607
32
$3.26M 1.07%
9,911
+6,099
33
$3.2M 1.05%
63,806
-5,261
34
$3.15M 1.03%
19,060
-9,847
35
$2.97M 0.97%
133,822
+1,868
36
$2.94M 0.96%
134,856
+2,550
37
$2.79M 0.91%
97,069
-3,997
38
$2.75M 0.9%
20,528
-1,277
39
$2.68M 0.88%
8,010
-104
40
$2.53M 0.83%
21,729
-1,900
41
$2.47M 0.81%
31,322
-768
42
$2.42M 0.8%
22,412
-1,346
43
$2.39M 0.79%
10,897
-8,464
44
$2.33M 0.77%
15,572
-599
45
$2.21M 0.72%
43,993
-638
46
$2.19M 0.72%
34,358
-1,053
47
$2.14M 0.7%
15,426
-2,016
48
$2.06M 0.68%
96,644
+8,782
49
$1.96M 0.64%
50,108
-4,627
50
$1.95M 0.64%
19,448
-1,116
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