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
626
$1K ﹤0.01%
+3,000
627
$1K ﹤0.01%
18
628
$1K ﹤0.01%
+62
629
$1K ﹤0.01%
+277
630
$1K ﹤0.01%
+20
631
$1K ﹤0.01%
+25
632
$1K ﹤0.01%
+36
633
$1K ﹤0.01%
+19
634
$1K ﹤0.01%
+47
635
$1K ﹤0.01%
+41
636
$1K ﹤0.01%
+33
637
$1K ﹤0.01%
25
638
$1K ﹤0.01%
+15
639
$1K ﹤0.01%
+9
640
$1K ﹤0.01%
+160
641
$1K ﹤0.01%
+10
642
$1K ﹤0.01%
+30
643
$1K ﹤0.01%
+214
644
$1K ﹤0.01%
+65
645
$1K ﹤0.01%
+118
646
$1K ﹤0.01%
+425
647
$1K ﹤0.01%
+5
648
$1K ﹤0.01%
+200
649
– –
-250
650
– –
-1
24 25
26
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