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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.83M
3
+$4.59M
4
A icon
Agilent Technologies
A
+$4.18M
5
AMZN icon
Amazon
AMZN
+$2.37M

Top Sells

1
+$5.57M
2
+$2.09M
3
+$985K
4
PFE icon
Pfizer
PFE
+$890K
5
VZ icon
Verizon
VZ
+$761K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
100
552
$2K ﹤0.01%
500
553
$2K ﹤0.01%
1
554
$2K ﹤0.01%
+31
555
$2K ﹤0.01%
117
+2
556
$2K ﹤0.01%
24
-36
557
$2K ﹤0.01%
33
558
$2K ﹤0.01%
91
559
$2K ﹤0.01%
150
560
$2K ﹤0.01%
28
-44
561
$2K ﹤0.01%
122
562
$2K ﹤0.01%
15
563
$2K ﹤0.01%
37
-221
564
$2K ﹤0.01%
60
565
$2K ﹤0.01%
111
566
$2K ﹤0.01%
30
567
$2K ﹤0.01%
29
-43
568
$2K ﹤0.01%
110
569
$2K ﹤0.01%
100
570
$2K ﹤0.01%
214
571
$2K ﹤0.01%
50
572
$2K ﹤0.01%
25
573
$2K ﹤0.01%
50
574
$2K ﹤0.01%
105
575
$2K ﹤0.01%
800
21 22
23
24 25