BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
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
+$8.41M
2
+$5.38M
3
+$4.81M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.48M
5
MXIM
Maxim Integrated Products
MXIM
+$4.21M

Top Sells

1
+$14.8M
2
+$5.07M
3
+$4.68M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.56M
5
ITW icon
Illinois Tool Works
ITW
+$4.24M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.13%
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%
500
477
$6K ﹤0.01%
+400
478
$6K ﹤0.01%
84
+10
479
$6K ﹤0.01%
+82
480
$6K ﹤0.01%
+300
481
$6K ﹤0.01%
+621
482
$5K ﹤0.01%
+112
483
$5K ﹤0.01%
+300
484
$5K ﹤0.01%
+350
485
$5K ﹤0.01%
86
486
$5K ﹤0.01%
231
487
$5K ﹤0.01%
+100
488
$5K ﹤0.01%
+818
489
$5K ﹤0.01%
+82
490
$5K ﹤0.01%
+1,197
491
$5K ﹤0.01%
72
492
$5K ﹤0.01%
+198
493
$5K ﹤0.01%
+211
494
$5K ﹤0.01%
90
495
$5K ﹤0.01%
+289
496
$5K ﹤0.01%
871
+98
497
$5K ﹤0.01%
+64
498
$5K ﹤0.01%
+148
499
$5K ﹤0.01%
+75
500
$5K ﹤0.01%
+108
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