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
626
$1K ﹤0.01%
+118
627
$1K ﹤0.01%
+11
628
$1K ﹤0.01%
+36
629
$1K ﹤0.01%
+20
630
$1K ﹤0.01%
+50
631
$1K ﹤0.01%
+10
632
$1K ﹤0.01%
+22
633
$1K ﹤0.01%
+3
634
$1K ﹤0.01%
158
635
$1K ﹤0.01%
+10
636
$1K ﹤0.01%
+20
637
$1K ﹤0.01%
+425
638
$1K ﹤0.01%
+5
639
$1K ﹤0.01%
+200
640
$1K ﹤0.01%
+117
641
$1K ﹤0.01%
+277
642
$1K ﹤0.01%
+150
643
$1K ﹤0.01%
+150
644
$1K ﹤0.01%
+40
645
$1K ﹤0.01%
+41
646
$1K ﹤0.01%
+3,000
647
$1K ﹤0.01%
18
648
$1K ﹤0.01%
+62
649
– –
-202
650
$0 ﹤0.01%
+4
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