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
State Street Utilities Select Sector SPDR ETF
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
526
$4K ﹤0.01%
+130
527
$4K ﹤0.01%
155
+3
528
$4K ﹤0.01%
540
+40
529
$4K ﹤0.01%
+25
530
$3K ﹤0.01%
+33
531
$3K ﹤0.01%
100
532
$3K ﹤0.01%
+5,000
533
$3K ﹤0.01%
111
+1
534
$3K ﹤0.01%
+2
535
$3K ﹤0.01%
+122
536
$3K ﹤0.01%
+100
537
$3K ﹤0.01%
+20
538
$3K ﹤0.01%
+450
539
$3K ﹤0.01%
+150
540
$3K ﹤0.01%
94
+1
541
$3K ﹤0.01%
+200
542
$3K ﹤0.01%
+21
543
$3K ﹤0.01%
36
-55,396
544
$3K ﹤0.01%
+89
545
$3K ﹤0.01%
+236
546
$3K ﹤0.01%
274
+2
547
$3K ﹤0.01%
+18
548
$3K ﹤0.01%
+192
549
$3K ﹤0.01%
28
550
$3K ﹤0.01%
+500
20 21
22
23 24