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
State Street Utilities Select Sector SPDR ETF
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
601
$1K ﹤0.01%
+40
602
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603
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+19
604
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+314
605
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26
+4
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25
607
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608
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609
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610
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611
$1K ﹤0.01%
+100
612
$1K ﹤0.01%
91
613
$1K ﹤0.01%
+25
614
$1K ﹤0.01%
+25
615
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+10
616
$1K ﹤0.01%
+36
617
$1K ﹤0.01%
+19
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$1K ﹤0.01%
+47
619
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620
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621
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25
622
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+93
623
$1K ﹤0.01%
+15
624
$1K ﹤0.01%
+9
625
$1K ﹤0.01%
+160
23 24
25
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