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
526
$4K ﹤0.01%
316
-3,699
527
$4K ﹤0.01%
72
-55,522
528
$4K ﹤0.01%
+130
529
$4K ﹤0.01%
+158
530
$3K ﹤0.01%
+33
531
$3K ﹤0.01%
+20
532
$3K ﹤0.01%
+150
533
$3K ﹤0.01%
94
+1
534
$3K ﹤0.01%
+200
535
$3K ﹤0.01%
36
-55,396
536
$3K ﹤0.01%
+236
537
$3K ﹤0.01%
274
+2
538
$3K ﹤0.01%
+18
539
$3K ﹤0.01%
+192
540
$3K ﹤0.01%
28
541
$3K ﹤0.01%
+500
542
$3K ﹤0.01%
+200
543
$3K ﹤0.01%
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544
$3K ﹤0.01%
35
-1,229
545
$3K ﹤0.01%
+34
546
$3K ﹤0.01%
+212
547
$3K ﹤0.01%
+105
548
$3K ﹤0.01%
289
549
$3K ﹤0.01%
+200
550
$3K ﹤0.01%
100
20 21
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