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
551
$3K ﹤0.01%
111
+1
552
$3K ﹤0.01%
+21
553
$3K ﹤0.01%
+50
554
$3K ﹤0.01%
+122
555
$3K ﹤0.01%
+100
556
$3K ﹤0.01%
+20
557
$3K ﹤0.01%
+150
558
$3K ﹤0.01%
94
+1
559
$3K ﹤0.01%
+200
560
$3K ﹤0.01%
+200
561
$2K ﹤0.01%
65
562
$2K ﹤0.01%
+70
563
$2K ﹤0.01%
+115
564
$2K ﹤0.01%
+103
565
$2K ﹤0.01%
+33
566
$2K ﹤0.01%
+73
567
$2K ﹤0.01%
250
568
$2K ﹤0.01%
+122
569
$2K ﹤0.01%
+60
570
$2K ﹤0.01%
+16
571
$2K ﹤0.01%
100
572
$2K ﹤0.01%
+20
573
$2K ﹤0.01%
+111
574
$2K ﹤0.01%
+30
575
$2K ﹤0.01%
+110
21 22
23
24 25