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
501
$4K ﹤0.01%
+10
502
$4K ﹤0.01%
60
-47,352
503
$4K ﹤0.01%
+110
504
$4K ﹤0.01%
+50
505
$4K ﹤0.01%
+72
506
$4K ﹤0.01%
+200
507
$4K ﹤0.01%
+664
508
$4K ﹤0.01%
+80
509
$4K ﹤0.01%
217
+1
510
$4K ﹤0.01%
+200
511
$4K ﹤0.01%
+55
512
$4K ﹤0.01%
+81
513
$4K ﹤0.01%
260
+110
514
$4K ﹤0.01%
+100
515
$4K ﹤0.01%
316
-3,699
516
$4K ﹤0.01%
72
-55,522
517
$4K ﹤0.01%
+50
518
$4K ﹤0.01%
+200
519
$4K ﹤0.01%
68
520
$4K ﹤0.01%
+130
521
$4K ﹤0.01%
155
+3
522
$4K ﹤0.01%
540
+40
523
$4K ﹤0.01%
+25
524
$4K ﹤0.01%
+130
525
$4K ﹤0.01%
+32
19 20
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