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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.83M
3
+$4.59M
4
A icon
Agilent Technologies
A
+$4.18M
5
AMZN icon
Amazon
AMZN
+$2.37M

Top Sells

1
+$5.57M
2
+$2.09M
3
+$985K
4
PFE icon
Pfizer
PFE
+$890K
5
VZ icon
Verizon
VZ
+$761K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
818
502
$5K ﹤0.01%
117
503
$5K ﹤0.01%
112
504
$5K ﹤0.01%
300
505
$5K ﹤0.01%
450
506
$5K ﹤0.01%
1,197
507
$4K ﹤0.01%
100
508
$4K ﹤0.01%
10
509
$4K ﹤0.01%
250
-4,300
510
$4K ﹤0.01%
111
+1
511
$4K ﹤0.01%
80
512
$4K ﹤0.01%
217
513
$4K ﹤0.01%
200
514
$4K ﹤0.01%
33
515
$4K ﹤0.01%
236
516
$4K ﹤0.01%
274
517
$4K ﹤0.01%
316
518
$4K ﹤0.01%
28
519
$4K ﹤0.01%
+104
520
$4K ﹤0.01%
32
521
$4K ﹤0.01%
100
-246
522
$4K ﹤0.01%
200
523
$4K ﹤0.01%
+61
524
$4K ﹤0.01%
200
525
$4K ﹤0.01%
200
19 20
21
22 23