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
526
$4K ﹤0.01%
+200
527
$4K ﹤0.01%
+83
528
$4K ﹤0.01%
+158
529
$4K ﹤0.01%
+117
530
$3K ﹤0.01%
111
+1
531
$3K ﹤0.01%
+2
532
$3K ﹤0.01%
+122
533
$3K ﹤0.01%
+100
534
$3K ﹤0.01%
+20
535
$3K ﹤0.01%
+450
536
$3K ﹤0.01%
+150
537
$3K ﹤0.01%
94
+1
538
$3K ﹤0.01%
+200
539
$3K ﹤0.01%
+21
540
$3K ﹤0.01%
36
-55,396
541
$3K ﹤0.01%
+89
542
$3K ﹤0.01%
+33
543
$3K ﹤0.01%
+236
544
$3K ﹤0.01%
274
+2
545
$3K ﹤0.01%
+18
546
$3K ﹤0.01%
+192
547
$3K ﹤0.01%
28
548
$3K ﹤0.01%
+500
549
$3K ﹤0.01%
+200
550
$3K ﹤0.01%
+200
20 21
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