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
601
$1K ﹤0.01%
+100
602
$1K ﹤0.01%
91
603
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+25
604
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+25
605
$1K ﹤0.01%
+10
606
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+67
607
$1K ﹤0.01%
+82
608
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+76
609
$1K ﹤0.01%
+15
610
$1K ﹤0.01%
+100
611
$1K ﹤0.01%
+18
612
$1K ﹤0.01%
+36
613
$1K ﹤0.01%
+19
614
$1K ﹤0.01%
+47
615
$1K ﹤0.01%
+9
616
$1K ﹤0.01%
+33
617
$1K ﹤0.01%
25
618
$1K ﹤0.01%
+93
619
$1K ﹤0.01%
+15
620
$1K ﹤0.01%
+9
621
$1K ﹤0.01%
+160
622
$1K ﹤0.01%
+10
623
$1K ﹤0.01%
+30
624
$1K ﹤0.01%
+214
625
$1K ﹤0.01%
+65
23 24
25
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