BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.17%
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
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

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
626
$1K ﹤0.01%
117
627
$1K ﹤0.01%
3,000
628
$1K ﹤0.01%
62
629
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630
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631
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632
$0 ﹤0.01%
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633
$0 ﹤0.01%
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-5,000
635
$0 ﹤0.01%
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636
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637
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638
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639
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-540
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641
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647
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649
$0 ﹤0.01%
1
650
– –
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