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
576
$2K ﹤0.01%
+109
577
$2K ﹤0.01%
+100
578
$2K ﹤0.01%
+25
579
$2K ﹤0.01%
+22
580
$2K ﹤0.01%
+36
581
$2K ﹤0.01%
+40
582
$2K ﹤0.01%
50
-450
583
$2K ﹤0.01%
+164
584
$2K ﹤0.01%
+70
585
$2K ﹤0.01%
22
586
$2K ﹤0.01%
+105
587
$2K ﹤0.01%
+2,220
588
$2K ﹤0.01%
+103
589
$2K ﹤0.01%
+33
590
$2K ﹤0.01%
+73
591
$2K ﹤0.01%
250
592
$2K ﹤0.01%
+800
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%
+20
599
$1K ﹤0.01%
+15
600
$1K ﹤0.01%
+21
22 23
24
25 26