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
551
$3K ﹤0.01%
35
-1,229
552
$3K ﹤0.01%
+34
553
$3K ﹤0.01%
+212
554
$3K ﹤0.01%
+200
555
$3K ﹤0.01%
+1,069
556
$3K ﹤0.01%
+105
557
$3K ﹤0.01%
289
558
$3K ﹤0.01%
+200
559
$3K ﹤0.01%
100
560
$3K ﹤0.01%
+5,000
561
$2K ﹤0.01%
65
562
$2K ﹤0.01%
+70
563
$2K ﹤0.01%
+115
564
$2K ﹤0.01%
+122
565
$2K ﹤0.01%
+60
566
$2K ﹤0.01%
+16
567
$2K ﹤0.01%
100
568
$2K ﹤0.01%
+20
569
$2K ﹤0.01%
+111
570
$2K ﹤0.01%
+30
571
$2K ﹤0.01%
+110
572
$2K ﹤0.01%
+100
573
$2K ﹤0.01%
+120
574
$2K ﹤0.01%
+73
575
$2K ﹤0.01%
+50
21 22
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