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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
+100
477
$6K ﹤0.01%
+500
478
$6K ﹤0.01%
+3,975
479
$6K ﹤0.01%
+270
480
$6K ﹤0.01%
500
481
$6K ﹤0.01%
+400
482
$5K ﹤0.01%
+112
483
$5K ﹤0.01%
+300
484
$5K ﹤0.01%
+350
485
$5K ﹤0.01%
86
486
$5K ﹤0.01%
+148
487
$5K ﹤0.01%
231
488
$5K ﹤0.01%
+75
489
$5K ﹤0.01%
+100
490
$5K ﹤0.01%
+818
491
$5K ﹤0.01%
+82
492
$5K ﹤0.01%
+1,197
493
$5K ﹤0.01%
72
494
$5K ﹤0.01%
+99
495
$5K ﹤0.01%
+211
496
$5K ﹤0.01%
90
497
$5K ﹤0.01%
+289
498
$5K ﹤0.01%
871
+98
499
$5K ﹤0.01%
+108
500
$5K ﹤0.01%
+64
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