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
601
$1K ﹤0.01%
36
602
$1K ﹤0.01%
40
603
$1K ﹤0.01%
33
604
$1K ﹤0.01%
93
605
$1K ﹤0.01%
15
606
$1K ﹤0.01%
160
607
$1K ﹤0.01%
10
608
$1K ﹤0.01%
30
609
$1K ﹤0.01%
118
610
$1K ﹤0.01%
50
611
$1K ﹤0.01%
10
612
$1K ﹤0.01%
40
613
$1K ﹤0.01%
16
614
$1K ﹤0.01%
3
615
$1K ﹤0.01%
158
616
$1K ﹤0.01%
20
617
$1K ﹤0.01%
425
618
$1K ﹤0.01%
117
619
$1K ﹤0.01%
3,000
620
$1K ﹤0.01%
62
621
$1K ﹤0.01%
18
622
$1K ﹤0.01%
100
623
$1K ﹤0.01%
18
624
$1K ﹤0.01%
14
-22
625
$1K ﹤0.01%
120
-30
23 24
25
26 27