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
651
$0 ﹤0.01%
7
652
– –
-11
653
$0 ﹤0.01%
15
654
$0 ﹤0.01%
4
655
– –
-11
656
– –
-218
657
– –
-130
658
$0 ﹤0.01%
2
659
$0 ﹤0.01%
65
660
$0 ﹤0.01%
1
661
– –
-11
662
$0 ﹤0.01%
17
-4
663
– –
-1,549
664
– –
-35
665
– –
-22
666
$0 ﹤0.01%
5
667
– –
-22
668
– –
-1,920
669
$0 ﹤0.01%
9
670
– –
-448
671
$0 ﹤0.01%
12
672
– –
-301
673
– –
-710
674
– –
0
675
$0 ﹤0.01%
5
25 26
27
28 29