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
State Street Utilities Select Sector SPDR ETF
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
701
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-75
702
$0 ﹤0.01%
7
+6
703
$0 ﹤0.01%
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704
$0 ﹤0.01%
+10
705
$0 ﹤0.01%
+6
706
$0 ﹤0.01%
+4
707
– –
-646
708
– –
-2,119
709
$0 ﹤0.01%
+5
710
$0 ﹤0.01%
+23
711
$0 ﹤0.01%
+6
712
– –
-2,636
713
$0 ﹤0.01%
+11
714
$0 ﹤0.01%
+2,000
715
– –
-130
716
– –
-37,386
717
– –
-4,300
718
– –
-700
719
– –
-92
720
– –
-2,076
721
– –
-1,809
722
$0 ﹤0.01%
+8
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