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
576
$2K ﹤0.01%
+30
577
$2K ﹤0.01%
+120
578
$2K ﹤0.01%
+73
579
$2K ﹤0.01%
+50
580
$2K ﹤0.01%
+109
581
$2K ﹤0.01%
+100
582
$2K ﹤0.01%
+40
583
$2K ﹤0.01%
50
-450
584
$2K ﹤0.01%
+164
585
$2K ﹤0.01%
+70
586
$2K ﹤0.01%
22
587
$2K ﹤0.01%
+105
588
$2K ﹤0.01%
+800
589
$2K ﹤0.01%
+2,220
590
$2K ﹤0.01%
+25
591
$2K ﹤0.01%
+22
592
$2K ﹤0.01%
+36
593
$1K ﹤0.01%
+19
594
$1K ﹤0.01%
+314
595
$1K ﹤0.01%
26
+4
596
$1K ﹤0.01%
25
597
$1K ﹤0.01%
+27
598
$1K ﹤0.01%
+15
599
$1K ﹤0.01%
+21
600
$1K ﹤0.01%
+100
22 23
24
25 26